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.
When a Trust or Inheritance Comes Your Way…
/in Financial Planning/by Pete KrullBy Peter Krull
We have had several clients over the past few years who have inherited investments or trusts from parents, grandparents, etc.… Read the rest
Asking the Right Question
/in Financial Planning, SRI Investing, Sustainable Investing/by Pete KrullDoes it seem to that you’re always looking for “the answer?” We have a tendency to focus on finding the answer without spending enough time on making sure we’re asking the right question.
Ten years ago I was lucky enough to ask the right questions: Is there a way that I can help my clients invest differently?… Read the rest