Firm News

New Year’s Day may still be a month or so away, but if you listen closely you can practically hear the strains of “Auld Lang Syne” emanating from advisory offices across the country.

Jason Gerber, managing partner for Prime Capital Investment Advisors’ Little Rock, Arkansas, location, said the first thing he does is review how the client’s overall investment portfolio performed in the last year and whether it achieved the expected returns according to the agreed-upon benchmarks.

“My goal is to make sure that their current investment lineup will help them meet their long-term strategic goals and needs. If we are off on those marks, then recommendations for changes would be given,” Gerber said. “And if I am working with a retired client, then we are looking at their withdrawal rate and how sustainable that is. That is especially important given recent higher inflation.”

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