Tag: wealth management

Let’s Talk! “What’s Happened in the Last 30-45 Days Is Basically Nothing”

05/05/2025

This week, the Precedent team shares a timely market update recorded on the morning of May 5th, 2025. Drawing inspiration from Warren Buffett’s recent remarks...

Let’s Talk! Start of Q2 Precedent Roundtable

04/22/2025

Go behind the scenes with Precedent Wealth Partners’ Investment Committee as they engage in a wide-ranging, unscripted discussion on the latest market and economic trends....

Let’s Talk! Three Big Questions

04/02/2025

This week, the Precedent Investment Committee comes together to tackle three major questions that have been top of mind for investors. The discussion covers the...

Let’s Talk! Correction or Inflection? Understanding Recent Market Trends

03/18/2025

The Precedent Investment Committee gathered to assess the recent market volatility, shifting economic indicators, and policy changes that have been driving uncertainty. With the S&P...

Let’s Talk! The Perils of Market Timing: Why Staying Invested Matters – 02.18.25

02/18/2025

This week, the Precedent Wealth Partners team, alongside consulting member, Lad Perenyi, CFA, and Jazz Hawk, CPA, gather to discuss a timeless topic – timing...

Let’s Talk! Current Trends – 02.11.25

02/11/2025

Join the Precedent team as we analyze the latest market trends and provide an in-depth economic outlook for 2025. In this video, we explore key...

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...