Category: Financial Planning

Let’s Talk! Around the Horn with Precedent Wealth Partners

02/24/2026

In this conversation, the Precedent Investment Committee lays out why they’re leaning optimistic for 2026. Productivity improvements—especially from AI—are helping support growth, boomers are spending...

Let’s Talk! Around the Horn with Precedent Wealth Partners

01/14/2026

The Precedent Wealth Partners Investment Committee compared historical recessions to the current environment, highlighting how each downturn had distinct causes and impacts. They contrasted systemic...

Let’s Talk! Around the Horn with Precedent Wealth Partners

12/29/2025

The Precedent Investment Committee frames the discussion as a year-end report card on markets, inflation, and investment decisions. Inflation lingered longer than many forecasts suggested,...

Let’s Talk! Around the Horn with Precedent Wealth Partners

11/12/2025

In a roundtable discussion on November 6, 2025, the Precedent team observes a combination of positive and cautionary signals in the current market environment. The...

Let’s Talk! Around the Horn with Precedent’s Investment Committee

09/16/2025

The Precedent Investment Committee convened for a lively discussion about the latest developments in the markets and economy. Each member took a turn sharing their...

Cybercrime Alert! Safeguard Your Nest Egg from Online Thieves

11/11/2024

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...

Leave a Legacy, Not Debts! Houston Estate Planning Made Easy

08/21/2024

Debt is like a leaky roof—it may not seem like a big deal at first, but over time, it can cause significant damage to a...