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Featuring Jason Gerber

Meet Jason Gerber! Jason is a managing partner of our Little Rock, AR location. He has found a passion in everything that falls under financial planning. From walking a client through their plan, helping them determine goals, and figuring out where they should focus...

Hispanic Heritage Month

Hispanic Heritage Month The first thing that comes to mind when I hear “Hispanic Heritage Month” is my family. I think about where we come from and how far we’ve made it. Through my heritage, I’ve learned to work hard and take advantage of every opportunity that comes...

Q3 Quarterly Client Update

Quarterly Client Update We’re still partying like its 1997… Following suit from the second quarter, global markets were plagued with similar uncertainty around trade, monetary policy and recession fears. However, the S&P 500 was still able to turn in the best...

National Savings Day – A Moment to Spend Shame Myself

National Savings Day – A Moment to Spend Shame Myself Let’s talk about National Savings Day. I don’t mean to sound unenthused but, like many others, I struggle daily to figure out how to save the appropriate amount of income to comfortably retire. What’s worse is that...

Here is What You Need to Hear

Here is What You Need to Hear Being a great financial planner isn’t all about using data and plugging in a formula so a computer can put together a plan. Sometimes you have to give people advice they don’t really want to hear, but the fact is they really need to hear...

We Must Live Within Our Harvest

We Must Live Within Our Harvest There was a charming saying on an old church sign near my house that read, "Live within your harvest!" I agree with the intent, but I need to add to it. We must not just live within our income (budget), but actually below our income, so...

Featuring Thorn Murphy

Meet Thorn Murphy! Thorn is a wealth advisor that specializes in income, investment, education and legacy planning in our Columbus, IN office. For over 5 years, Thorn worked in the finance department with Cummins Inc. The work was valuable and educational, but he had...

Q2 Quarterly Update – 2019

2Q Quarterly Update - 2019 We’re going to party like its 1997… As June 30 came and went, two major milestones were eclipsed: 1) the United States officially entered into the country’s longest period of economic expansion, surpassing ten years and counting, and 2) the...

Meet Brandon McCormick

Meet Brandon McCormick, AIF®! Brandon is a financial advisor in our Dallas, TX office. Specializing in helping companies with their retirement plans, it was Brandon’s experience with business owners that led him to join PCIA. For most business owners the company...

Taking a Stand for Participants

Taking a Stand for Participants Always beats taking the witness stand   Plan sponsors really need to step back from time to time and ask themselves some serious questions. Matthew Eickman, the director of ERISA services for Prime Capital Investment Advisors and...

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