Active vs. passive investing—what’s the difference, and why does it matter? 🎯 Clayton Allison and Will McGough, CFA break it down in this week’s timely video. Watch now! #Investing #ActiveVsPassive #MarketInsights
Prime Capital Financial
Financial Services
Overland Park, Kansas 11,344 followers
Inspiring people to achieve their life's ambitions.
About us
Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States. We provide full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high net worth individuals. Prime Capital Financial’s team-based approach is deeply committed and personalized to our clients’ unique goals, drives the businesses’ growth and is the foundation of the company culture. Our individualized attention ensures clients’ needs always come first. Prime Capital Financial's advisors and associates, including in-house ERISA attorneys, CPAs and CFAs, bring great credentials and experience to a team that has created one of the largest independent financial firms in the Midwest. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.
- Website
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primefinancial.com
External link for Prime Capital Financial
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Overland Park, Kansas
- Type
- Privately Held
Locations
Employees at Prime Capital Financial
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Matthew Wolniewicz, AIFA
President, Income America | Champion for Guaranteed Income & Retirement Planning | 401(k)
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George Maniatis CPFA™/QPFC, AAMS®
Partner and Wealth Advisor at Prime Capital Financial
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Matthew Brown, CFP® CVA®
Partner at Prime Capital Investment Advisors
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Kevin A. Kaylakie, CFP®, CPWA®
President | Prime Capital Family Office
Updates
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Scott Duba, CFA, our Chief Investment Officer and President of Wealth Management, was featured in The Wall Street Journal. He shared insights on how revised #tariff plans and a weak jobs report impacted the #markets, and what #investors should be watching moving forward. Check out what he had to say: https://lnkd.in/ek85YB3P
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Welcome to the team, Brett Miller! #wealthmanagement #newhire #growing
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🎉Please join us in congratulating Beth Brindle on her 5-year anniversary with Prime Capital Financial! Over the past five years, Beth has demonstrated dedication, professionalism, and a deep commitment to both our clients and our team. Her positive impact is felt across the organization, and we are incredibly grateful for all she brings to our firm. Thank you, Beth, for all your hard work!
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Meme stocks are back. From #GameStop to Krispy Kreme, #Reddit-fueled rallies are gaining steam—and some are calling the market “frothy.” Clayton Allison and Will McGough, CFA break down what it could mean for investors. 📈 🍩
What Investors Should Watch as Meme Stocks Surge Again
https://www.youtube.com/
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It’s #FiduciaryFriday! 📊 Michael Smoots, J.D., AIF®, explores why traditional pensions continue to outperform 401(k)s—and whether it’s time to rethink access to private assets in defined contribution plans. #401k #DefinedContribution #DefinedBenefit #PrivateEquity #FiduciaryFriday
Why have traditional pension plans (DB plans) typically outperformed defined contribution plans, like 401k? According to BlackRock's CEO: “Private assets like real estate and infrastructure can lift returns and protect investors during market downturns. Pension funds have invested in these assets for decades, but 401(k)s haven’t. It’s one reason why pensions typically outperform 401(k)s by about 0.5% each year.” The refence to DB plans provides a strong argument in support of allowing defined contribution investors access to private markets, especially when an institutional asset manager is providing that through a "do it for me" investment. This week's article places emphasis on the timing. Yet, long-term investors ought to be able to weather a downturn in PE over a 20- or 30-year investment horizon. And I don't expect target date funds to hold significant PE allocations in their "Income" or 2030 vintages; most money managers are unlikely to take that risk. Stay tuned for the executive order. In the meantime, I have to wonder whether anyone is considering the merits of daily liquidity in defined contribution plans? Would 401k and 403b savers be better served if we kept daily valuation but implemented a quarterly or annual redemption restriction? #401k #DefinedContribution #DefinedBenefit #PrivateEquity #Fiduciary #FiduciaryFriday #FF072525 #FF080125 https://lnkd.in/g7XRf-MR
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Fed rate news, big tech earnings, and tariff tensions—Clayton Allison breaks it all down in this week’s market update. Watch now! 🎥 📉 🌎
Prime Capital Financial Weekly Market Update: August 1, 2025
https://www.youtube.com/
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When even celebrities get estate planning wrong, it’s a lesson worth learning. Avoid probate chaos, missed heirs, and big tax bills. Learn what not to do so your legacy stays protected. Check out our blog on this topic here. ⤵️ https://lnkd.in/gfHSUAS9 #estateplanning #will #trust #probate #financialadvisor
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How should #investors approach a booming #stockmarket? Will McGough, CFA joined Fox Business Network and Maria Bartiromo to chat about how the stock market has reached new highs. Check out the full clip here. https://lnkd.in/g7MKxyve
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Joni Konwinski, MBA's dedication to #leadership, her passion for people, and her commitment to driving positive change within her organization is nothing short of inspiring. This honor is well-deserved, and we’re proud to partner with companies like Mead Lumber who are building bright futures, one leader at a time. Congratulations, Joni! #WomenInBusiness #TopWomen2025 https://lnkd.in/gVPYw-tH
Big Congratulations to Joni Konwinski! We’re proud to share that Joni, Senior HR Manager at Mead Lumber, has been named to HBSDealer Top Women in Hardware & Building Supply: Class of 2025! Recognized as a Rising Star, Joni stands out for her leadership, impact, and dedication—qualities that have already made a lasting difference here at Mead Lumber. As a 22 year HR veteran, Joni joined Mead Lumber 3 years ago and will be promoted to Mead’s Senior Leadership Team as Director of Human Resources, effective December 1, 2025. This year’s honorees are bold trailblazers shaping the future of our industry, and Joni is a shining example of just that. She’ll be officially celebrated at the Top Women Awards in Chicago this November! Learn more: https://ow.ly/JoKz50Wua8j 👇 Drop a comment or like to help us cheer Joni on! Read the article: https://ow.ly/Aixt50Wua8k #TopWomen2025 #HBSDealer #WomenInLeadership #RisingStar #MeadLumber #IndustryLeaders #ProudToBeMead
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