Author: Carissa
Let’s Talk! “What’s Happened in the Last 30-45 Days Is Basically Nothing”
5 May 2025
This week, the Precedent team shares a timely market update recorded on the morning of May 5th, 2025. Drawing inspiration from Warren Buffett’s recent remarks...
Let’s Talk! Start of Q2 Precedent Roundtable
22 Apr 2025
Go behind the scenes with Precedent Wealth Partners’ Investment Committee as they engage in a wide-ranging, unscripted discussion on the latest market and economic trends....
Let’s Talk! Lessons We’ve Learned From Bear Markets
7 Apr 2025
The Investment Committee at Precedent Wealth Partners sat down for an open, unscripted conversation about the hard-earned lessons they’ve taken from past bear markets. You’re...
Let’s Talk! Three Big Questions
2 Apr 2025
This week, the Precedent Investment Committee comes together to tackle three major questions that have been top of mind for investors. The discussion covers the...
Let’s Talk! Correction or Inflection? Understanding Recent Market Trends
18 Mar 2025
The Precedent Investment Committee gathered to assess the recent market volatility, shifting economic indicators, and policy changes that have been driving uncertainty. With the S&P...
Let’s Talk! Conflicting Signals: Which Way for the U.S. Economy and Markets?
5 Mar 2025
This week, join the Precedent Wealth Investment Committee as they break down market and economic trends from their March 5, 2025 meeting. With uncertainty in...
Let’s Talk! The Perils of Market Timing: Why Staying Invested Matters – 02.18.25
18 Feb 2025
This week, the Precedent Wealth Partners team, alongside consulting member, Lad Perenyi, CFA, and Jazz Hawk, CPA, gather to discuss a timeless topic – timing...
Let’s Talk! Current Trends – 02.11.25
11 Feb 2025
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...
Let’s Talk! Five in ’25 – 01.06.25
6 Jan 2025
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...
Holiday Chairman Message – 12.23.24
23 Dec 2024
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...
