Category: Precedent Commentary
Memorial Day Chairman Message
05/21/2025
As we approach Memorial Day, 2025, our team at Precedent Wealth Partners reflects upon the core values we share in America, those for which many...
2024-07-01 – Chairman’s Independence Day Message
07/01/2024
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...
Wealth Planning Committee: Estate Planning Mistakes to Avoid
03/27/2024
Join the Precedent Team along with our Wealth Committee Member, Wendy Yates, as they discuss how to avoid making mistakes when working through estate planning and the...
Investment Committee: Introducing John Watson
03/07/2024
Join Grant and Harold as they welcome the newest member to the investment committee, John Watson. John brings a wealth of experience in investment analysis...
A Special Chairman’s Holiday Message
12/20/2023
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,...
Our Thanksgiving Message
11/21/2023
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...
Panel Discussion: Financial Organization and Simplification
08/11/2023
Navigating thoughtful decisions amidst multiple investments presents its own set of challenges. In this panel discussion, Harold and Grant Williams are joined by: Drew Casey,...
