Tag: financial planner
Let’s Talk! The Perils of Market Timing: Why Staying Invested Matters – 02.18.25
18 Feb 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
11 Feb 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
6 Jan 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...
Thanksgiving Chairman Message – 11.25.24
25 Nov 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
18 Nov 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
7 Nov 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
4 Nov 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...
Five Minute Market Review – 10.30.24
30 Oct 2024
This first installment of our two-part panel series examines America’s economic leadership. The Precedent Wealth Partners team, joined by consulting member, John Watson, CFA, consider...
Five Minute Market Review – 10.14.24
14 Oct 2024
This week, the Precedent Wealth Partners team focuses on important economic trends to watch heading into 2025. Including, the Fed’s stance on inflation, the recent...
