Avsnitt
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We share how you can stress test your investment portfolio to ensure that you will feel comfortable holding it during times of increased volatility or severe market declines.
To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/
This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/
Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month.
This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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Saknas det avsnitt?
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We share how you can minimize the income taxes your beneficiaries will have to pay on their inheritance.
To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/
This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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The Federal Reserve is expected to lower interest rates at their next meeting later this month. We share how the market has performed in the 1, 3, and 5 years after a new fed rate cutting cycle since 1980.
To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/
This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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In the Building Value video series, we review any and all topics to better help business owners make better decisions, become more informed on topics they have less time for, and build true enterprise value as they work towards their eventual exit.
To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/
This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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Everyone needs 3 critical estate planning documents that are regularly updated as your life and family change. We discuss why you need these documents and provide a way that you can create them easily and for free.
To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/
This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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We discuss the best performing stock since 1926, and then use this as another example in why we recommend that our clients avoid individual stocks as long-term investments.
To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/
This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month.
To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/
This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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We looked at the performance of the S&P 500 1, 3, 6, and 12 months after the 39 declines of 5% or more since 1980.
This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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Severe market declines can happen at any time, are impossible to predict, and therefore must be planned for.
In this Podcast, I discuss how we have helped our clients successfully navigate previous market declines by planning for them in advance.
We hope that this Podcast helps you to feel even more confident in your financial plan and investment strategy. Please enjoy!
This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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What if I told you that the average annual market decline over the last 44 years was 14.2%?
Shocking, yes, but what if I also told you that the market has finished positive in 33 of those 44 years?
Perhaps even more surprising, but a great reminder on the importance of embracing market declines rather than living in fear of them.
This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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Welcome to FPF #100! We have produced a new video/podcast for you every Friday for the past 100 weeks in a row!
Our message of simple, straightforward financial advice continues to resonate with thousands of viewers. We are far from finished and will continue to create videos that we feel will help you to reach all of your financial goals!
This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month.
This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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How can you build real wealth and stay ahead of inflation?
In this video, we discuss the returns of 4 major asset classes over time, net of inflation.
This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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Our clients had a great first half of 2024 at Presilium!
We gave you 3 reasons to remain optimistic and stay invested in our January 2024 market outlook podcast and all have proved true so far this year.
This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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In this video, Jerry looks closely at Required Minimum Distributions (RMDs).
Jerry explains what RMDs are, why they're important, and who needs to take them. We'll cover the specific age at which you must start taking RMDs from your retirement accounts and how the amounts are calculated. Additionally, we'll provide tips on how to manage your RMDs to minimize taxes and avoid penalties. Whether you are nearing retirement or just planning ahead, this video will give you a clear understanding of RMDs and how they may impact your retirement strategy.
This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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The social security trust fund is expected to run out of funds in the next decade. What will this mean for the future of social security?
This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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Many investors are so worried about investment volatility that they sacrifice their long-term returns. In this video, we discuss the benefits of embracing volatility instead.
This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month.
This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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In this video, we share the top 3 planning strategies that we use at Presilium to save taxes for our clients.
This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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