The warnings have been ominous: The high-flying pandemic-era housing market might turn out to be a bubble. Scott Duba provides input.
5 Hidden Costs of Managing Your Own Money – And When to Get Professional Help
Jason Noble provides input on extra costs that can have a substantial impact on your financial investments over time.
Lisa Jones Featured: 4 Money Conversations To Have Before Getting Married
Lisa Jones, financial advisor and managing director, Springfield market, shares some insights on the best time to start talking about money as a couple in this GOBankingRates article.
Prime Capital Investment Advisors Named to Kansas City Business Journal’s Fast 50 List
Prime Capital partnered with 9 firms from 2018 to 2021 and has been named one of the fastest-growing companies in the Kansas City area
Scott Duba Featured: 7 High-Return, Low-Risk Investments for Retirees
Scott Duba, chief investment officer and managing director of wealth management, offers his perspective on some low-risk investment options for retirees.
Prime Capital Investment Advisors Adds More Than $1B With Twin Acquisitions
“We know that we have to be growing to remain vibrant as an organization,” PCIA CEO Glenn Spencer said.
PCIA Partners With Crossvault Capital Management
PCIA partners with Crossvault Capital Management, adding to the many major female-led partnerships PCIA has forged. Three highly skilled women sit at the helm and have proven their strength in business together for more than 20 years.
Prime Capital Investment Advisors Partners With Burns Estate Planning and Wealth Advisors
Prime Capital Investment Advisors (PCIA) is pleased to announce its partnership with Burns Estate Planning and Wealth Advisors. This move greatly expands PCIA’s footprint across the Southeast with eight Burns locations across Louisiana and Florida, and will add approximately $600 million AUM to PCIA.
Wendy Prestwood Joins Prime Capital Investment Advisors
PCIA is pleased to announce Wendy Prestwood, CMFC, CRPC, has joined the firm as Partner and Wealth Advisor. She has 25 years of experience in the industry and is based out of the Overland Park, KS office.
Mary Lucas Joins Prime Capital Investment Advisors
Prime Capital Investment Advisors (PCIA) is pleased to announce Mary Lucas as its new director of financial planning and client experience. In her new role at PCIA, Lucas will use her experience to take the firm’s financial planning practice to the next level.