Tag: Wealth Advisors
Let’s Talk! Around the Horn with Precedent Wealth Partners
08/25/2026
The discussion examines how the AI-driven data center boom is creating an equally important demand for electricity, with solar, wind, natural gas, coal, and nuclear...
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
03/17/2026
This week’s discussion centered on the conflict with Iran and what it could mean for markets and the broader economy. Prediction markets suggest investors increasingly...
Let’s Talk! Around the Horn with Precedent Wealth Partners
03/03/2026
With headlines dominated by U.S.-Israeli strikes on Iran, the committee zeroed in on energy markets and whether disruptions—especially through the Strait of Hormuz—could meaningfully spike...
Let’s Talk! Around the Horn with Precedent Wealth Partners
01/27/2026
The team outlines a constructive economic outlook for 2026, citing strong corporate profits, steady capital spending, and consumer tailwinds from increased tax refunds. They point...
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...
Let’s Talk! Dividends – Do They Matter?
08/18/2025
Our Investment team at Precedent had opportunity late last week to meet for an in-depth discussion regarding the importance of paying attention to dividends as...
Let’s Talk! Are Markets Cheap or Expensive – Does it Matter?
08/05/2025
The Precedent Wealth Partners Investment team gathered to explore an increasingly common question from clients: given the sharp market rebound since April, is it time...
Let’s Talk! Looking Ahead to the Second Half of 2025
07/11/2025
In this new video panel discussion, Our Investment Committee reflects on the first half of the year and looks ahead, weighing what corporate performance and...
Independence Day Chairman Message
07/01/2025
As we approach Independence Day, the Precedent team has taken a few moments to reflect on the significance of this holiday. In this special message,...
