Tag: wealth management

Five Minute Market Review – Week Ending 5.3.24

05/06/2024

This week the Precedent Team discusses key takeaways from their time at an industry conference last week.  They recap the recent “dilemmas” faced by the...

Five Minute Market Review – Week Ending 4.26.24

04/29/2024

This week our committee members discuss current crosscurrents that seem to have put the brakes on the upward market momentum for the markets and developments...

Five Minute Market Review – Week Ending 4.5.24

04/08/2024

Join the Precedent Team for an insightful discussion on today’s market trends. They analyze the latest movements in the S&P 500 stock index, identify changes...

Five Minute Market Review – Week Ending 3.29.24

04/02/2024

In this week’s Five Minute Market Review, the Precedent team discusses common questions investors have amidst evolving economic landscapes and the importance of longevity in...

Wealth Planning Committee: Estate Planning Mistakes to Avoid

03/27/2024

Join the Precedent Team along with our Wealth Committee Member, Wendy Yates, as they discuss how to avoid making mistakes when working through estate planning and the...

Five Minute Market – Week ending 3.15.24

03/18/2024

In this week’s Five Minute Market review, the Precedent team shares insights on inflation expectations. Learn more from the team as they explain and dive...