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Practitioner's Brief
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40 Years on the Front Lines: A conversation with Marilou Moursund
Interviews John Cervantes, CFA 2/3/26 Interviews John Cervantes, CFA 2/3/26

40 Years on the Front Lines: A conversation with Marilou Moursund

John Cervantes, CFA, sits down with Marilou Moursund to discuss 40 years of investment trends, market crises, and the origin of Crossvault Capital in San Antonio, TX.

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Physical Capacity
Retirement, Health Span, Interviews John Cervantes, CFA 1/11/26 Retirement, Health Span, Interviews John Cervantes, CFA 1/11/26

Physical Capacity

Retire. Spend. Give has become my mantra. Do it with who you love and do it when you are most physically capable to enjoy it. But how do we extend our physical capacity, how do we ensure we are aging not with just grace, but with a bit of rage.

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No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. 
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Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.

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