Author: Carissa

  • Five Minute Market Review – Week Ending 7.12.24

    This week, the Precedent team delves into the pros and cons investors face in today’s environment when determining the weight of foreign stock exposure in portfolios. we’re joined by Bob Shea, a consulting member of the investment Committee, who shares his insightful observations. Don’t miss this panel discussion filled with

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  • 2024-07-01 – Chairman’s Independence Day Message

    This week, in honor of America’s Independence Day, we are sharing a special message from our chairman and one of our founding members, J. Harold Williams, CPA, CFP. Join us as he reflects on the collective thoughts of our organization regarding the profound significance of the sacrifices made by the

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  • Five Minute Market Review – Week Ending 6.21.24

    This week the Precedent team focuses on some of the extraneous risk factors to investment portfolios in the current environment. Exploring some of the pros and cons of hedging such risks. We are joined on this panel by our consulting member colleague and former Goldman partner, Bob Shea, who has

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  • Five Minute Market Review – Week Ending 6.14.24

    Join the Precedent team as they delve into the concept of the “cash trap”. Explore various perspectives on holding cash and understand its impact on your portfolio. Learn strategies to optimize your investments and avoid potential pitfalls. Watch the Video

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  • Five Minute Market Review – Week Ending 6.7.24

    Join the Precedent team for an in-depth exploration of cash and cash equivalents, exploring their role in your portfolio, examining the U.S. short-term Treasury market and strategies to maximize interest earnings on cash balances. Watch the Video

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  • Five Minute Market Review – Week Ending 5.17.24

    Join the Precedent Team as they recap year-to-date updates, analyzing the Common Man CPI (Consumer Price Index) in comparison to wages. They delve into discussion on the Fed’s chances of triggering a recession and its potential impacts on the economy. Learn how these factors are influencing stocks and bonds in

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