investment management Archives - Precedent Wealth Partners

Let’s Talk! Correction or Inflection? Understanding Recent Market Trends

18 Mar 2025

The Precedent Investment Committee gathered to assess the recent market volatility, shifting economic indicators, and policy changes that have been driving uncertainty. With the S&P...

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...

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