Author: Carissa

  • Let’s Talk! Current Trends – 02.11.25

    Join the Precedent team as we analyze the latest market trends and provide an in-depth economic outlook for 2025. In this video, we explore key topics such as inflation expectations, cynical inflation spikes, and how different presidencies have influenced market performance. We trust you will gain valuable insights from this

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  • Let’s Talk! Five in ’25 – 01.06.25

    In this panel discussion, the Precedent Investment Committee gathered to explore the five key themes we expect to shape the economy and markets in the year ahead. This discussion highlights the opportunities and challenges we are monitoring closely as 2025 begins. The Committee shares insights on navigating these dynamics to

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  • Holiday Chairman Message – 12.23.24

    In this special holiday message, our Chairman, Harold Williams, takes a moment to extend warm greetings to our valued clients and friends. As we reflect on the year, we want to express our sincere gratitude for the trust and partnership we share with you. We look forward to strengthening our

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  • Thanksgiving Chairman Message – 11.25.24

    This Thanksgiving, join us for a heartfelt message from our chairman, Harold Williams. At Precedent, we are deeply grateful for the trust and connection we share with you – our valued clients, friends, and families. Thank you for allowing us to be a part of your lives. Watch the Video

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  • Budget for Bucket List Adventures, Not Bills! Live Your Best Retirement Now

    Imagine basking on the white sand beaches of Bora Bora, the vibrant coral reefs teeming with life just beneath the surface. Or perhaps, exploring the ancient ruins of Machu Picchu, the breathtaking views etching themselves into your memory forever. These are just a few of the incredible adventures that could

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  • “10 Minutes” With Precedent Wealth Partners – 11.18.24

    The Precedent Wealth Partners team hosted a panel discussion packed with actionable year-end strategies to enhance your financial planning. From maximizing tax efficiency and charitable giving to rebalancing your portfolio and retirement planning, our experts explored ways to make the most of 2024’s final weeks and set a strong foundation

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  • Cybercrime Alert! Safeguard Your Nest Egg from Online Thieves

    In a world where convenience is key, cybercriminals lurk in the shadows, ready to exploit vulnerabilities in digital security. A recent report underscores the gravity of the situation, projecting that cybercrime will cost the world over $10.5 trillion annually by 2025, making it a paramount concern for individuals and businesses

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  • The Weekly Market Review: Post Election Edition, Part 2– 11.07.24

    In this video, the Precedent Wealth Partners team hosts a timely post-election panel, exploring the potential economic and market impacts following Donald Trump’s return to the presidency. Our panel of experts dives into key areas like tax policy, energy, healthcare, and technology to discuss how these shifts could shape client

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  • The Weekly Market Review: Post Election Edition, Part 1 – 11.07.24

    In this video, the Precedent Wealth Partners team hosts a timely post-election panel, exploring the potential economic and market impacts following Donald Trump’s return to the presidency. Our panel of experts dives into key areas like tax policy, energy, healthcare, and technology to discuss how these shifts could shape client

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  • Five Minute Market Review – 11.04.24

    This week the Precedent Wealth Partners team, joined by consulting member, Lad Perenyi, CFA, conclude part 2 of our exploration into U.S. economic leadership. Our team dives into unique advantages, such as the innovation ecosystem and regulatory stability that keep the U.S. at the forefront globally. We discuss potential challenges

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