Tag: investment management
Let’s Talk! What’s On Our Mind
06/10/2025
June 10, 2025, marks an important reflection opportunity following what has been an extraordinary market rebound – up 20% from early April, a rare occurrence...
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! Correction or Inflection? Understanding Recent Market Trends
03/18/2025
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
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...
Let’s Talk! Five in ’25 – 01.06.25
01/06/2025
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
11/25/2024
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...
