Check out this insightful interview between two of Prime Captial Investment Advisors’ advisors – Jason Noble (Charleston) and Pete Krull (founder of Earth Equity Advisors).
Your Financial Compass: How Advisors Elevate Confidence and Future Security
The importance of sound financial planning cannot be overstated in the current uncertain economic environment as we are expected to navigate ever-changing tax laws and market volatility.
Should I participate in my company’s Health Savings Account
If your company also offers a Health Savings Account (HSA), and you’re contemplating whether it’s beneficial to contribute to it, this blog is for you!
Month-in-Review: July 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
How advisors rein in overly bullish clients
Wall Street lore says a shoeshine boy gave Joseph Kennedy a stock tip just prior to the great crash of 1929, and it so unnerved the future presidential patriarch that he immediately cashed out his multimillion-dollar portfolio.
Advanced Estate Planning
Do you feel financially secure or feel that you’ve set aside enough money for retirement? If the answer is yes, you’re one step closer to achieving your life’s ambitions.
The Hidden Costs of Divorce and Gaining Financial Empowerment
Divorce is something many of us fear, and can bring about unexpected challenges, especially regarding our finances. Having gone through this life-altering journey myself, I am deeply passionate about helping families and particularly women facing similar transitions.
Private equity firm Abry Partners takes minority stake in Prime Capital Investment Advisors
Overland Park-based Prime Capital Investment Advisors sold a minority stake to Boston based private equity firm Abry Partners for an undisclosed amount.
Prime Capital to accelerate growth after latest private equity infusion
A hybrid registered investment advisory firm that has grown nearly tenfold over the last half-dozen years received a private equity infusion enabling further expansion.
What is Bond Laddering?
With interest rates rising over the last 12+ months, many investors have considered moving a portion of their portfolio to bond, above and beyond what they typically would.