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PCIA Tampa Resources

Weekly market reviews, PCIA news, financial education and more.

Wendy Prestwood Joins Prime Capital Investment Advisors

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. Her personal and...

Mary Lucas Joins Prime Capital Investment Advisors

Prime Capital Investment Advisors is pleased to announce Mary Lucas as its new director of financial planning and client experience. She has more than 26 years of experience in the financial services industry as a financial advisor, sales manager, and an executive...

Month-in-Review: April 2022

Quick Takes Risk Assets Decimated. April was a bloody month for risk assets across the board. Equities, both domestic and abroad, sold off significantly for the month of April and Bonds, offered little to no protection from the pain. Has Inflation Finally Peaked?...

Month-in-Review: March 2022

Quick Takes Equities Cautiously Advance. Domestic and International Developed equities posted a month in the green but remain in the red for the year thus far. Bonds and Emerging Markets continued their year-to-date rut. Interest Rate Liftoff. As expected, the...

The Difference Between Risk Tolerance and Risk Capacity

By Don Williams | March 31, 2022The first quarter of 2022 has certainly not been boring. Geopolitical upheaval and rapid inflation along with rising interest rates have driven volatility up and, with that, questions from clients about whether to reposition...

Week-in-Review: Week ending in 03.25.22

The Bottom Line ● Risk Assets continued to dig themselves out of their year-to-date hole, with most global indices posting a positive, or very slight negative week. ● Bond yields continued their climb higher, the yield on the 2- Year rose 35bps and the 10-Year was...

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