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Five Minute Market Review – 10.07.24
Carissa 07 Oct, 2024The 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 outlook, including corporate cash flow, rising GDP, and resilient manufacturing sectors. Join us for this insightful discussion. Watch the Video
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Three Strategies to Prepare for Healthcare Costs in Retirement
Carissa 07 Oct, 2024Many pre-retirees with significant investable assets who reside in Houston are increasingly concerned about managing healthcare costs as retirement approaches. With medical expenses expected to be one of their largest retirement expenses, it’s important to incorporate healthcare planning into a broader financial strategy. Why is healthcare emerging as a major
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Five Minute Market Review – 9.30.24
Carissa 30 Sep, 2024Join 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 discussion, they dive into inflation risks, unexpected shifts in the bond market, and the reliability of traditional indicators in predicting a potential recession. Get valuable
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Houston Retirees: How to Optimize Your Portfolio for Long-Term Growth
Carissa 30 Sep, 2024The real challenge for Houston retirees lies in managing their wealth correctly so that it lasts as long as they do. Thanks to rising longevity, this may be drastically more complicated for future retirees who may be retired for 30 or more years. After all, your retirement years should be
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Five Minute Market Review – 9.16.24
Carissa 16 Sep, 2024This week, the Precedent Wealth Partners team, joined by consulting member, Lad Perenyi, CFA, address the alarming headlines predicting financial Armageddon, from concerns over U.S. demographics and national debt to fears about the dollar's future. We trust you will find this video insightful. Watch the Video
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Five Minute Market Review – Week Ending 8.30.24
Carissa 03 Sep, 2024This week, the Precedent team dives into the upcoming November elections, analyzing historical data to uncover potential market impacts. Weighing the relative importance of the Presidential election versus Congressional control and considering whether unified government or gridlock is better for investors. Tune in for this insightful discussion. Watch the Video
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Five Minute Market Review – Week Ending 8.23.24
Carissa 26 Aug, 2024The Precedent Investment Committee, joined by consulting member John Watson, CFA, offer a thorough review of recent economic and market trends. Including insights on small-cap stock performance, insights from the Fed’s Jackson Hole meeting, an update on the 'Common Man CPI,' and the ongoing race for economic growth supremacy between
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Leave a Legacy, Not Debts! Houston Estate Planning Made Easy
Carissa 21 Aug, 2024Debt is like a leaky roof—it may not seem like a big deal at first, but over time, it can cause significant damage to a home's structural integrity and value. Like a thorough home inspection, an estate plan is your financial foundation. It ensures that your financial “house” stands strong
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Five Minute Market Review – Week Ending 8.16.24
Carissa 19 Aug, 2024Join the Precedent team for an insightful discussion on significant economic and market developments from last week, including small stock performance, the changes in consumer spending behavior, a few interesting anecdotes regarding A-I, and the follow-up to unemployment claims data from the previous week. Watch the Video
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How to Build a Sustainable Retirement Income Stream in Houston
Carissa 12 Aug, 2024Let this sink in: given today’s extended life expectancies, there is an increasing probability you and/or your spouse will be retired for 30 years or even longer. So, the question we are asking is, do you have a retirement income strategy that will sustain you and your spouse for three
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