Author: dynasty_marketing

  • Five Minute Market – Week ending 2.26.24

    In this week’s Five Minute Market review, the Precedent team delves into the significant developments shaping recent market dynamics. With a focus on analyzing the numbers from last week and providing a comprehensive overview of the first two months of 2024, the discussion offers valuable insights for investors and observers

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  • Week Ending 2-20-24 Five Minute Market Review

    On this week’s market review, the team discussed the disconnect on the economic forecast on the country’s financial state. Since 2021 experts have been predicting a recession and yet it still hasn’t happened. The team discusses: – Rolling recessions and the ebbs and flows of certain sectors that have made

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  • Week ending 2-2-24 five minute market review

    Happy February! On this week’s market review, The team discussed: 1. The weekending recaps 2. Round the room rapid fire on last week’s discussion on: productivity and the effects on economic growth, NASDAQ progress since 2020, and the Beaten Down Clue Chips list from Bespoke. Weekending recap numbers: – S&P

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  • Week ending 1.26.24 Five Minute Market Review

    In today’s episode, we recap YTD in the market. S&P is up 2.5%, NASDAQ is up 3.5%, and Foreign Equities had a great last week, but still slightly in the negative at 1%. Join us as we talk about the highlights of the first month of 2024.   Video

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  • Five Minute Market Review – Week Ended 1.19.24

    On this week’s stock market review, The Precedent team focuses on what they look for when managing client bonds to help ensure their clients recover the principal that was borrowed. Join the team as they discuss: 1. Identifying what Bonds are and the investment in quality Precedent adheres to: 2.

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  • “Five Minute” Market Review – Special Edition

    Join the Precedent Team along with our Investment Committee Member, Lad Perenyi, CFA this week as they discuss market outlook forecasts for 2024; answering the following questions: – Is the U.S economy vulnerable to a recession in 2024 – What is the outlook for inflation and interest rates – Can

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  • A Special Chairman’s Holiday Message

    As we enter our final days in 2023, we invite you to tune in for a special message from one of our founders, Harold Williams, as we celebrate and reflect on our first year as Precedent Wealth Partners. A video message from our Founding Member, Managing Director, and Chairman is

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  • “Five Minute” Market Review – Week Ended 12.8.23

    The week ending on 12/8 proved to be a ho-hum of a finish. The Nasdaq rose nearly 0.5% , The S&P 500 climbed 0.4%  and The Dow Jones Industrial Average rose almost 0.4%. Join the Predecent Team  along with our Investment Committee Member, Lad Perenyi, CFA this week as they continue to introduce

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  • “Five Minute” Market Review – Week Ended 12.1.23

    Happy December! November proved to be the 2nd strongest November since Ronald Reagan was president in 1980! US Equities was up 9.15%, Foreign Equities was up 8.25%, the NASDAQ was up 10.8%, and The DOW Jones Industrial also hit its highest average in 2023. Join us for our “Five Minute”

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  • Our Thanksgiving Message

     As we enter Thanksgiving Week, we invite you to tune in for a special message from one of our founders, Harold Williams, as we celebrate our first Thanksgiving as Precedent Wealth Partners. We reflect on all of the tangible and intangible blessings of the past year and encourage our clients

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