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Five Minute Market Review – Week Ending 8.30.24
Carissa 03 Sep, 2024This week, the Precedent team dives into the upcoming November elections, analyzing historical data to uncover potential market impacts. Weighing the relative importance of the Presidential election versus Congressional control and considering whether unified government or gridlock is better for investors. Tune in for this insightful discussion. Watch the Video
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Five Minute Market Review – Week Ending 8.23.24
Carissa 26 Aug, 2024The Precedent Investment Committee, joined by consulting member John Watson, CFA, offer a thorough review of recent economic and market trends. Including insights on small-cap stock performance, insights from the Fed’s Jackson Hole meeting, an update on the 'Common Man CPI,' and the ongoing race for economic growth supremacy between
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Five Minute Market Review – Week Ending 8.16.24
Carissa 19 Aug, 2024Join the Precedent team for an insightful discussion on significant economic and market developments from last week, including small stock performance, the changes in consumer spending behavior, a few interesting anecdotes regarding A-I, and the follow-up to unemployment claims data from the previous week. Watch the Video
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Five Minute Market Review – Week Ending 8.09.24
Carissa 12 Aug, 2024This week, the Precedent team dives into the market’s volatility, the impact of Japan’s central bank decisions, and the shift in earnings growth beyond the "Magnificent Seven" tech stocks. Join us for this insightful discussion. Watch the Video
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Five Minute Market Review – Week Ending 8.02.24
Carissa 05 Aug, 2024The Precedent team, including consulting member, John Watson, CFA, takes a look at some interesting data that offers clues to how the second half of the year might unfold. Timely in light of the last couple of weeks gyrations in the market. Tune in for this insightful discussion. Watch the
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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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