Category: Precedent Commentary

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

09/09/2026

The discussion wraps up the team’s AI miniseries by examining where artificial intelligence is creating tangible investment opportunities and where meaningful risks remain. The group...

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

08/19/2026

In the first installment of a three-part AI series, Precedent examines AI beyond the excitement surrounding the technology, beginning with public attitudes that reflect both...

Independence Day Chairman Message

07/01/2026

As America celebrates its 250th anniversary and Independence Day, we reflect on the enduring principles that have shaped our nation. In this special message, Harold...

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

06/24/2026

The discussion centered on what could shape markets in the second half of 2026, including energy prices, Federal Reserve policy, and valuation opportunities outside large-cap...

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

06/09/2026

The conversation looks at how today’s IPO excitement compares to the dot-com boom and why investor behavior hasn’t changed much over the years. While companies...

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

05/18/2026

In this panel discussion, Lantz Bowman is introduced as the newest advisor joining Precedent Wealth Partners. Alongside Harold and Grant, Lantz discusses his experience serving...

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

04/29/2026

The team switched things up and made some predictions for the rest of 2026. They highlighted historical trends that point to strong market performance after...

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

03/03/2026

With headlines dominated by U.S.-Israeli strikes on Iran, the committee zeroed in on energy markets and whether disruptions—especially through the Strait of Hormuz—could meaningfully spike...

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

02/10/2026

In this discussion, the Precedent Wealth Partners team highlights growing signs that small- and mid-cap stocks could be positioned for renewed leadership. Historical data shows...

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

01/27/2026

The team outlines a constructive economic outlook for 2026, citing strong corporate profits, steady capital spending, and consumer tailwinds from increased tax refunds. They point...