Category: Weekly Market Reviews

Let’s Talk! Conflicting Signals: Which Way for the U.S. Economy and Markets?

03/05/2025

This week, join the Precedent Wealth Investment Committee as they break down market and economic trends from their March 5, 2025 meeting. With uncertainty in...

Let’s Talk! The Perils of Market Timing: Why Staying Invested Matters – 02.18.25

02/18/2025

This week, the Precedent Wealth Partners team, alongside consulting member, Lad Perenyi, CFA, and Jazz Hawk, CPA, gather to discuss a timeless topic – timing...

Let’s Talk! Current Trends – 02.11.25

02/11/2025

Join the Precedent team as we analyze the latest market trends and provide an in-depth economic outlook for 2025. In this video, we explore key...

Let’s Talk! Five in ’25 – 01.06.25

01/06/2025

In this panel discussion, the Precedent Investment Committee gathered to explore the five key themes we expect to shape the economy and markets in the...

Holiday Chairman Message – 12.23.24

12/23/2024

In this special holiday message, our Chairman, Harold Williams, takes a moment to extend warm greetings to our valued clients and friends. As we reflect...

Thanksgiving Chairman Message – 11.25.24

11/25/2024

This Thanksgiving, join us for a heartfelt message from our chairman, Harold Williams. At Precedent, we are deeply grateful for the trust and connection we...

“10 Minutes” With Precedent Wealth Partners – 11.18.24

11/18/2024

The Precedent Wealth Partners team hosted a panel discussion packed with actionable year-end strategies to enhance your financial planning. From maximizing tax efficiency and charitable...

The Weekly Market Review: Post Election Edition, Part 2– 11.07.24

11/07/2024

In this video, the Precedent Wealth Partners team hosts a timely post-election panel, exploring the potential economic and market impacts following Donald Trump’s return to...

The Weekly Market Review: Post Election Edition, Part 1 – 11.07.24

In this video, the Precedent Wealth Partners team hosts a timely post-election panel, exploring the potential economic and market impacts following Donald Trump’s return to...

Five Minute Market Review – 11.04.24

11/04/2024

This week the Precedent Wealth Partners team, joined by consulting member, Lad Perenyi, CFA, conclude part 2 of our exploration into U.S. economic leadership. Our...