Tag: Wealth Advisors Houston
Let’s Talk! Around the Horn with Precedent Wealth Partners
09/22/2026
The team discusses the recent Federal Reserve rate hike and what higher interest rates could mean for both stocks and bonds. While a 10-year Treasury...
Independence Day Chairman Message
07/01/2026
As America celebrates its 250th anniversary and Independence Day, we reflect on the enduring principles that have shaped our nation. In this special message, Harold...
Let’s Talk! Around the Horn with Precedent Wealth Partners
06/09/2026
The conversation looks at how today’s IPO excitement compares to the dot-com boom and why investor behavior hasn’t changed much over the years. While companies...
Let’s Talk! Around the Horn with Precedent Wealth Partners
05/18/2026
In this panel discussion, Lantz Bowman is introduced as the newest advisor joining Precedent Wealth Partners. Alongside Harold and Grant, Lantz discusses his experience serving...
Let’s Talk! Around the Horn with Precedent Wealth Partners
02/24/2026
In this conversation, the Precedent Investment Committee lays out why they’re leaning optimistic for 2026. Productivity improvements—especially from AI—are helping support growth, boomers are spending...
Let’s Talk! Around the Horn with Precedent Wealth Partners
02/10/2026
In this discussion, the Precedent Wealth Partners team highlights growing signs that small- and mid-cap stocks could be positioned for renewed leadership. Historical data shows...
Let’s Talk! Around the Horn with Precedent Wealth Partners
01/14/2026
The Precedent Wealth Partners Investment Committee compared historical recessions to the current environment, highlighting how each downturn had distinct causes and impacts. They contrasted systemic...
Chairman Holiday Message
12/22/2025
This Christmas message from Harold Williams is a heartfelt expression of gratitude—to clients, colleagues, and families who have entrusted Precedent Wealth Partners with their financial...
Chairman Thanksgiving Day Message
11/24/2025
In this Thanksgiving message from Harold Williams, he reflects on the gratitude that comes from building an independent, advisor-owned firm focused on serving clients for...
Let’s Talk! Around the Horn with Precedent’s Investment Committee
10/28/2025
In their latest conversation, the advisors at Precedent addressed client questions about whether the market’s momentum can continue. They observed that strong corporate earnings and...
