Let’s Talk! Around the Horn with Precedent Wealth Partners
In a roundtable discussion on November 6, 2025, the Precedent team observes a combination of positive and cautionary signals in the current market environment. The team expects increased tax refunds and the North American World Cup to support consumer activity in 2026, while small business employment and certain sectors continue to face headwinds. They also noted that growth stock valuations remain elevated relative to value, reflecting high expectations for AI-related earnings. Against this backdrop, the team discussed its focus on portfolio diversification and quality fixed-income positioning to promote long-term stability.
