Welcome to Pryor McCormick Investments...
Pryor McCormick is two channels that provide a full range of financial services for individuals, families, retirement plan sponsors and businesses.
Pryor McCormick, Inc. is a State of Alabama Registered Investment Advisor that provides financial planning and asset management. Financial planning covers all aspects of personal finance. Asset management includes discretionary portfolio management based on clients' objectives and risk tolerance. Our advisors manage portfolios combining independent money managers located across the country that vary as to management styles, methods and philosophies.
Pryor McCormick, Inc. charges fees and receives no commissions.
Pryor McCormick Investments provides brokerage services through Sterne Agee Financial Services, Inc. Member FINRA/SIPC. Traditional securities such as stocks, bonds, mutual funds and annuities are offered on a commission basis.
Pryor McCormick evolved from the founding of Cahaba Asset Management in 1989. It is the culmination of a line of firms that have always been fiercely independent, forward looking and dedicated to the welfare of our clients.
Click on the "Visitors" tab above to find out more.
The Birmingham office of Pryor McCormick was named in the November 12th, 2007 issue of Forbes Magazine by Goldline Research as:
"One of the Ten Most Dependable Wealth Managers of the Southeast."
Helpful Content
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Do Your Kids Know The Value of a Silver Spoon
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Comparing Investments
Estimate the potential capital gains taxes due on your transactions.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The U.S. Credit Downgrade
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.