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Let’s Talk! Five in ’25 – 01.06.25
Carissa 06 Jan, 2025In this panel discussion, the Precedent Investment Committee gathered to explore the five key themes we expect to shape the economy and markets in the year ahead. This discussion highlights the opportunities and challenges we are monitoring closely as 2025 begins. The Committee shares insights on navigating these dynamics to
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Holiday Chairman Message – 12.23.24
Carissa 23 Dec, 2024In this special holiday message, our Chairman, Harold Williams, takes a moment to extend warm greetings to our valued clients and friends. As we reflect on the year, we want to express our sincere gratitude for the trust and partnership we share with you. We look forward to strengthening our
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Thanksgiving Chairman Message – 11.25.24
Carissa 25 Nov, 2024This Thanksgiving, join us for a heartfelt message from our chairman, Harold Williams. At Precedent, we are deeply grateful for the trust and connection we share with you – our valued clients, friends, and families. Thank you for allowing us to be a part of your lives. Watch the Video
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Budget for Bucket List Adventures, Not Bills! Live Your Best Retirement Now
Carissa 22 Nov, 2024Imagine basking on the white sand beaches of Bora Bora, the vibrant coral reefs teeming with life just beneath the surface. Or perhaps, exploring the ancient ruins of Machu Picchu, the breathtaking views etching themselves into your memory forever. These are just a few of the incredible adventures that could
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“10 Minutes” With Precedent Wealth Partners – 11.18.24
Carissa 18 Nov, 2024The 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 giving to rebalancing your portfolio and retirement planning, our experts explored ways to make the most of 2024’s final weeks and set a strong foundation
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The Weekly Market Review: Post Election Edition, Part 2– 11.07.24
Carissa 07 Nov, 2024In 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 presidency. Our panel of experts dives into key areas like tax policy, energy, healthcare, and technology to discuss how these shifts could shape client
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The Weekly Market Review: Post Election Edition, Part 1 – 11.07.24
Carissa 07 Nov, 2024In 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 presidency. Our panel of experts dives into key areas like tax policy, energy, healthcare, and technology to discuss how these shifts could shape client
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Five Minute Market Review – 11.04.24
Carissa 04 Nov, 2024This 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 team dives into unique advantages, such as the innovation ecosystem and regulatory stability that keep the U.S. at the forefront globally. We discuss potential challenges
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Five Minute Market Review – 10.30.24
Carissa 30 Oct, 2024This 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 appropriate weighting of international stocks in portfolio and analyze U.S. advantages in productivity, energy independence, and dollar strength, explaining why these elements make the U.S.
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“Will My Money Last?” Stop Retirement Anxiety with Proven Strategies
Carissa 21 Oct, 2024Retirement is supposed to be a time for enjoying the fruits of decades of hard work—foreign travel, new hobbies, lowering your golf scores, and spending more time with loved ones. But for many, it can be a time of anxiety, especially when it comes to money and an investment process
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