Tag: investment management

  • Five Minute Market Review – Week Ending 6.14.24

    Join 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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  • Five Minute Market Review – Week Ending 6.7.24

    Join the Precedent team for an in-depth exploration of cash and cash equivalents, exploring their role in your portfolio, examining the U.S. short-term Treasury market and strategies to maximize interest earnings on cash balances. Watch the Video

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  • Five Minute Market Review – Week Ending 5.17.24

    Join the Precedent Team as they recap year-to-date updates, analyzing the Common Man CPI (Consumer Price Index) in comparison to wages. They delve into discussion on the Fed’s chances of triggering a recession and its potential impacts on the economy. Learn how these factors are influencing stocks and bonds in

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  • Five Minute Market Review – Week Ending 5.3.24

    This week the Precedent Team discusses key takeaways from their time at an industry conference last week.  They recap the recent “dilemmas” faced by the federal reserve, and the implications for the U.S. economy for the reminder of the year. As well as looking at the A-I revolution in comparison

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  • Five Minute Market Review – Week Ending 4.26.24

    This week our committee members discuss current crosscurrents that seem to have put the brakes on the upward market momentum for the markets and developments in the energy sector. Watch The Video

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  • Five Minute Market Review – Week Ending 4.5.24

    Join the Precedent Team for an insightful discussion on today’s market trends. They analyze the latest movements in the S&P 500 stock index, identify changes in small cap stocks, and delve into the impact of the Jobs report and oil prices. Stay informed with expert insights on key financial indicators

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  • Five Minute Market Review – Week Ending 3.29.24

    In this week’s Five Minute Market Review, the Precedent team discusses common questions investors have amidst evolving economic landscapes and the importance of longevity in investment strategies.   Watch our Video

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  • Wealth Planning Committee: Estate Planning Mistakes to Avoid

    Join the Precedent Team along with our Wealth Committee Member, Wendy Yates, as they discuss how to avoid making mistakes when working through estate planning and the importance of not procrastinating and having a plan in place for unforeseen circumstances that may occur.   Video

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  • Five Minute Market – Week ending 3.15.24

    In this week’s Five Minute Market review, the Precedent team shares insights on inflation expectations. Learn more from the team as they explain and dive into: Inflation Expectations and Historics since 2021 Outlook for Interest Rates in the Next 12 months Volatility Index U.S CPI Major Components and the effect

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