Beginning Jan 3, 2023, advisory services and related content on this website, including the video presentations herein, are offered and provided through Prime Capital Investment Advisors, LLC, (“PCIA”) a federally registered investment adviser. Prior to this date, all such services and related content were offered and provided through Earth Equity Advisors. PCIA is not a B Corporation.
Three Big Misconceptions About Retirement Plans for your Business
/in Financial Planning/by Neill YelvertonFor small business owners, it’s a great feeling when you’ve grown your company to the point of being able to offer comprehensive benefits, especially a quality retirement plan, to your employees. A retirement plan benefit is also a great way to attract and keep talented team members.… Read the rest
Know Your Worth
/in Financial Planning/by Kerry KeihnReading The Millionaire Mind by Dr. Thomas Stanley reminded me of an interesting concept I first learned about several years ago while working in the homeless service field.
One of the main qualities Dr. Stanley found many millionaires possessed was knowing when something was worth their time.… Read the rest
Important Social Security Changes — Act By April 30th
/in Financial Planning/by Neill YelvertonIf you are between ages 66 and 70 and you’re reading this, you need to act now!
Many of you may have seen or heard about recent changes to social security.
There were a number of significant changes approved last year and we want to make sure that you are aware of them. … Read the rest
Solar & Wind Tax Credits Extended
/in Renewable Energy/by Pete KrullIn a rare moment of applause-worthy accomplishment, Congress bargained to extend the solar and wind tax credits for another five years. Coming on the heels of the climate agreement reached at COP21, this milestone will further bolster the alternative energy industry, and move us ever further down the road to energy sustainability.… Read the rest
Why TIAA-Cref, Why?
/in Responsible Business, Sustainable Investing/by Pete KrullFinancial Services for the Greater Good is the tagline for TIAA-CREF – the largest financial services firm serving educators. One would think that by saying greater good they would mean society as a whole – instead it appears to mean their pocketbook!… Read the rest
On the Importance of Responsible Business
/in Responsible Business/by Leesa SluderAfter formally entering the field of socially and environmentally responsible investing in the past year, I am intrigued as I observe the volume and variety of discussion in the media directly and indirectly relating to this topic. After a 25+ year career in corporate finance, and while engaged in a second career in coaching and psychology, I learned about the triple bottom line philosophy. … Read the rest
Bold Moves: Making An Impact Through Investments
/in Community Impact Investing, Company News, Fossil Fuel Divestment, Sustainable Investing/by Pete KrullOn September 3rd, we welcomed Vincent Stanley of Patagonia and Leslie Samuelrich of Green Century Investments to Asheville for our Krull & Company Lecture Series at Warren Wilson College.
We are excited to share the event with you now!
Make sure to check out the rest of our site, including our Fossil-Fuel-Free investments.… Read the rest
Krull & Company Enters the Charlotte Market
/in Company News/by Pete KrullWe are very excited to announce that Leesa Childress Sluder has joined Krull & Company as an Investment Advisor. Leesa brings with her a wealth of experience as a former banking executive and a consultant focusing on the triple bottom line.… Read the rest