Tag: financial planning
Let’s Talk! “What’s Happened in the Last 30-45 Days Is Basically Nothing”
5 May 2025
This week, the Precedent team shares a timely market update recorded on the morning of May 5th, 2025. Drawing inspiration from Warren Buffett’s recent remarks...
Let’s Talk! Start of Q2 Precedent Roundtable
22 Apr 2025
Go behind the scenes with Precedent Wealth Partners’ Investment Committee as they engage in a wide-ranging, unscripted discussion on the latest market and economic trends....
Let’s Talk! Lessons We’ve Learned From Bear Markets
7 Apr 2025
The Investment Committee at Precedent Wealth Partners sat down for an open, unscripted conversation about the hard-earned lessons they’ve taken from past bear markets. You’re...
Let’s Talk! Three Big Questions
2 Apr 2025
This week, the Precedent Investment Committee comes together to tackle three major questions that have been top of mind for investors. The discussion covers the...
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...
Budget for Bucket List Adventures, Not Bills! Live Your Best Retirement Now
22 Nov 2024
Imagine basking on the white sand beaches of Bora Bora, the vibrant coral reefs teeming with life just beneath the surface. Or perhaps, exploring the...
“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...
