Tag: Wealth Advisors Houston
Holiday Chairman Message – 12.23.24
12/23/2024
In this special holiday message, our Chairman, Harold Williams, takes a moment to extend warm greetings to our valued clients and friends. As we reflect...
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...
“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...
Five Minute Market Review – 9.30.24
09/30/2024
Join the Precedent Wealth Partners team, including consulting member, John Watson, CFA, as they explore some of today’s most critical financial topics. In this panel...
