Tag: wealth management

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...

Cybercrime Alert! Safeguard Your Nest Egg from Online Thieves

11/11/2024

In a world where convenience is key, cybercriminals lurk in the shadows, ready to exploit vulnerabilities in digital security. A recent report underscores the gravity...

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...

Stop Overpaying Taxes and Keep More of Your Retirement Money

10/28/2024

As Benjamin Franklin once said: “In this world, nothing can be said to be certain, except death and taxes.” When you’re nearing retirement or already...

“Will My Money Last?” Stop Retirement Anxiety with Proven Strategies

10/21/2024

Retirement is supposed to be a time for enjoying the fruits of decades of hard work—foreign travel, new hobbies, lowering your golf scores, and spending...