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Five Minute Market Review – 10.07.24
Carissa 07 Oct, 2024The Precedent Wealth Partners team conducted a panel discussion on Yardini Research’s optimistic ‘Roaring 2020s’ thesis. We explore the key drivers behind a positive economic outlook, including corporate cash flow, rising GDP, and resilient manufacturing sectors. Join us for this insightful discussion. Watch the Video
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Five Minute Market Review – 9.30.24
Carissa 30 Sep, 2024Join the Precedent Wealth Partners team, including consulting member, John Watson, CFA, as they explore some of today's most critical financial topics. In this panel discussion, they dive into inflation risks, unexpected shifts in the bond market, and the reliability of traditional indicators in predicting a potential recession. Get valuable
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Five Minute Market Review – 9.16.24
Carissa 16 Sep, 2024This week, the Precedent Wealth Partners team, joined by consulting member, Lad Perenyi, CFA, address the alarming headlines predicting financial Armageddon, from concerns over U.S. demographics and national debt to fears about the dollar's future. We trust you will find this video insightful. Watch the Video
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Five Minute Market Review – Week Ending 8.30.24
Carissa 03 Sep, 2024This week, the Precedent team dives into the upcoming November elections, analyzing historical data to uncover potential market impacts. Weighing the relative importance of the Presidential election versus Congressional control and considering whether unified government or gridlock is better for investors. Tune in for this insightful discussion. Watch the Video
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Five Minute Market Review – Week Ending 8.23.24
Carissa 26 Aug, 2024The Precedent Investment Committee, joined by consulting member John Watson, CFA, offer a thorough review of recent economic and market trends. Including insights on small-cap stock performance, insights from the Fed’s Jackson Hole meeting, an update on the 'Common Man CPI,' and the ongoing race for economic growth supremacy between
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Five Minute Market Review – Week Ending 8.16.24
Carissa 19 Aug, 2024Join the Precedent team for an insightful discussion on significant economic and market developments from last week, including small stock performance, the changes in consumer spending behavior, a few interesting anecdotes regarding A-I, and the follow-up to unemployment claims data from the previous week. Watch the Video
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Five Minute Market Review – Week Ending 8.09.24
Carissa 12 Aug, 2024This week, the Precedent team dives into the market’s volatility, the impact of Japan’s central bank decisions, and the shift in earnings growth beyond the "Magnificent Seven" tech stocks. Join us for this insightful discussion. Watch the Video
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Five Minute Market Review – Week Ending 8.02.24
Carissa 05 Aug, 2024The Precedent team, including consulting member, John Watson, CFA, takes a look at some interesting data that offers clues to how the second half of the year might unfold. Timely in light of the last couple of weeks gyrations in the market. Tune in for this insightful discussion. Watch the
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Five Minute Market Review – Week Ending 7.19.24
Carissa 23 Jul, 2024This week, the Precedent team, joined by one of our consulting members, Lad Perenyi, presents a mid-year market review, covering important topics you should know. We explore the role of AI in the energy sector, recent valuations in large cap stocks, and provide insights on U.S. debt. Join us for
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Five Minute Market Review – Week Ending 7.12.24
Carissa 15 Jul, 2024This week, the Precedent team delves into the pros and cons investors face in today's environment when determining the weight of foreign stock exposure in portfolios. we're joined by Bob Shea, a consulting member of the investment Committee, who shares his insightful observations. Don't miss this panel discussion filled with
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