Tag: wealth management

Let’s Talk! Around the Horn with Precedent Wealth Partners

09/09/2026

The discussion wraps up the team’s AI miniseries by examining where artificial intelligence is creating tangible investment opportunities and where meaningful risks remain. The group...

Let’s Talk! Around the Horn with Precedent Wealth Partners

08/19/2026

In the first installment of a three-part AI series, Precedent examines AI beyond the excitement surrounding the technology, beginning with public attitudes that reflect both...

Let’s Talk! Around the Horn with Precedent Wealth Partners

08/04/2026

In this edition of Around the Horn, the Precedent Wealth Partners Investment Committee examines the economic and market trends shaping today’s investment environment. The discussion...

Let’s Talk! Around the Horn with Precedent Wealth Partners

06/24/2026

The discussion centered on what could shape markets in the second half of 2026, including energy prices, Federal Reserve policy, and valuation opportunities outside large-cap...

Let’s Talk! Around the Horn with Precedent Wealth Partners

05/12/2026

The team centered the discussion on how markets are holding up well despite significant uncertainty around interest rates, geopolitics, and energy prices. Strong earnings and...

Let’s Talk! Around the Horn with Precedent Wealth Partners

04/29/2026

The team switched things up and made some predictions for the rest of 2026. They highlighted historical trends that point to strong market performance after...

Let’s Talk! Around the Horn with Precedent Wealth Partners

03/30/2026

In this discussion, the team looked at the markets increased turbulence in recent weeks due to rising energy prices and inflation fears linked to global...

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

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...