Tag: investment management
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...
Budget for Bucket List Adventures, Not Bills! Live Your Best Retirement Now
11/22/2024
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
11/18/2024
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
11/07/2024
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
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...
Five Minute Market Review – 11.04.24
11/04/2024
This 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...
Five Minute Market Review – 10.30.24
10/30/2024
This 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...
Five Minute Market Review – 10.14.24
10/14/2024
This week, the Precedent Wealth Partners team focuses on important economic trends to watch heading into 2025. Including, the Fed’s stance on inflation, the recent...
Five Minute Market Review – 10.07.24
10/07/2024
The Precedent Wealth Partners team conducted a panel discussion on Yardini Research’s optimistic ‘Roaring 2020s’ thesis. We explore the key drivers behind a positive economic...
