Market Reviews

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

In this discussion, the team looked at the markets increased turbulence in recent weeks due to rising energy prices and inflation fears linked to global...

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

This week’s discussion centered on the conflict with Iran and what it could mean for markets and the broader economy. Prediction markets suggest investors increasingly...

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

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

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

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

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...

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

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

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,...

Chairman Holiday Message

This Christmas message from Harold Williams is a heartfelt expression of gratitude—to clients, colleagues, and families who have entrusted Precedent Wealth Partners with their financial...

Chairman Thanksgiving Day Message

In this Thanksgiving message from Harold Williams, he reflects on the gratitude that comes from building an independent, advisor-owned firm focused on serving clients for...

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

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

In their latest conversation, the advisors at Precedent addressed client questions about whether the market’s momentum can continue. They observed that strong corporate earnings and...