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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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2024-07-01 – Chairman’s Independence Day Message
Carissa 01 Jul, 2024This 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 Williams, CPA, CFP. Join us as he reflects on the collective thoughts of our organization regarding the profound significance of the sacrifices made by the
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Five Minute Market Review – Week Ending 6.21.24
Carissa 24 Jun, 2024This week the Precedent team focuses on some of the extraneous risk factors to investment portfolios in the current environment. Exploring some of the pros and cons of hedging such risks. We are joined on this panel by our consulting member colleague and former Goldman partner, Bob Shea, who has
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Five Minute Market Review – Week Ending 6.14.24
Carissa 17 Jun, 2024Join the Precedent team as they delve into the concept of the “cash trap”. Explore various perspectives on holding cash and understand its impact on your portfolio. Learn strategies to optimize your investments and avoid potential pitfalls. Watch the Video
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Five Minute Market Review – Week Ending 6.7.24
Carissa 10 Jun, 2024Join the Precedent team for an in-depth exploration of cash and cash equivalents, exploring their role in your portfolio, examining the U.S. short-term Treasury market and strategies to maximize interest earnings on cash balances. Watch the Video
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Five Minute Market Review – Week Ending 5.17.24
Carissa 20 May, 2024Join the Precedent Team as they recap year-to-date updates, analyzing the Common Man CPI (Consumer Price Index) in comparison to wages. They delve into discussion on the Fed’s chances of triggering a recession and its potential impacts on the economy. Learn how these factors are influencing stocks and bonds in
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Five Minute Market Review – Week Ending 5.3.24
dynasty_marketing 06 May, 2024This week the Precedent Team discusses key takeaways from their time at an industry conference last week. They recap the recent “dilemmas” faced by the federal reserve, and the implications for the U.S. economy for the reminder of the year. As well as looking at the A-I revolution in comparison
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Five Minute Market Review – Week Ending 4.26.24
dynasty_marketing 29 Apr, 2024This week our committee members discuss current crosscurrents that seem to have put the brakes on the upward market momentum for the markets and developments in the energy sector. Watch The Video
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Five Minute Market Review – Week Ending 4.5.24
dynasty_marketing 08 Apr, 2024Join the Precedent Team for an insightful discussion on today’s market trends. They analyze the latest movements in the S&P 500 stock index, identify changes in small cap stocks, and delve into the impact of the Jobs report and oil prices. Stay informed with expert insights on key financial indicators
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