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
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Capital Gains Tax Estimator
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
2012 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
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.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Rightsizing for Retirement
What does your home really cost?
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.
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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?