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Week Ending 2-20-24 Five Minute Market Review
dynasty_marketing 20 Feb, 2024On 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
dynasty_marketing 05 Feb, 2024Happy 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
dynasty_marketing 29 Jan, 2024In 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
dynasty_marketing 22 Jan, 2024On 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
dynasty_marketing 10 Jan, 2024Join 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
dynasty_marketing 20 Dec, 2023As 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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Our Thanksgiving Message
dynasty_marketing 21 Nov, 2023As 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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Panel Discussion: Financial Organization and Simplification
dynasty_marketing 11 Aug, 2023Navigating thoughtful decisions amidst multiple investments presents its own set of challenges. In this panel discussion, Harold and Grant Williams are joined by: Drew Casey, Analyst at Precedent Wealth, and Wendy Yates, Attorney at Upchurch & Yates. Together, they offer invaluable insights and inspiration to help you maintain your investment
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