Tag: financial planning

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

06/24/2026

The discussion centered on what could shape markets in the second half of 2026, including energy prices, Federal Reserve policy, and valuation opportunities outside large-cap...

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

02/24/2026

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

01/27/2026

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! One Big Beautiful Bill, Part 1

07/21/2025

The Precedent Wealth Planning Committee conducted an extensive discussion of the recently enacted “One Big Beautiful Bill”. This law made significant changes which impact how you’ll...

Let’s Talk! “What’s Happened in the Last 30-45 Days Is Basically Nothing”

05/05/2025

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

04/22/2025

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

04/07/2025

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

04/02/2025

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

02/18/2025

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

02/11/2025

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...