Shows
Presilium Private WealthFPF 182 - Why Staying Invested Beats Waiting For ClarityIn this video, Jerry Davidse challenges the common investor desire to wait for market clarity before investing. He reveals why holding cash during uncertain times, while seemingly safe, can be one of the most expensive long-term mistakes. Jerry shows that the stock market anticipates future events and rewards consistent patience, not attempts to perfectly time the rebound. He emphasizes that the most successful approach is a disciplined, long-term strategy aligned with your personal goals at Presilium.In this episode:• Why waiting for market clarity is a remarkably expensive investment strategy over time....
2026-02-2404 min
Presilium Private WealthFPF 181 - Market Predictions and Fortune TellersEvery year, Wall Street strategists release S&P 500 price targets predicting where the market will finish by year-end. These forecasts come from highly credentialed teams with massive research budgets and yet, they frequently miss by a wide margin.In this video, Jerry Davidse breaks down a table of Wall Street strategist forecasts vs. actual S&P 500 results going back to 2000, showing just how different reality can be from prediction. Some years the market surges when forecasts call for modest gains. Other years strategists predict strong returns, and the market drops sharply....
2026-02-1902 min
Presilium Private WealthFPF 180 - Our AI Driven Market vs. The 90s Internet BubbleIs today’s AI boom starting to feel like the dot-com era? In this episode, Jerry Davidse compares two “world-changing” moments: the launch of the modern internet (Netscape, December 1994) and the current AI surge that accelerated with ChatGPT in late 2022.Back then, markets delivered incredible gains… yet the path wasn’t smooth. Excitement turned into overconfidence, valuations stretched, and investors learned a painful lesson: great technology doesn’t guarantee great investment results at any price. Jerry uses Cisco’s sky-high valuation near the 2000 peak as a reminder of what can happen when expectations outrun fundamentals.Fast-forward t...
2026-02-1003 min
Presilium Private WealthFPF 179 - The Market Will Go Down in 2026Market volatility isn’t a prediction for 2026… It’s a historical reality that appears every single year. Even in years that finish with strong returns, investors experience meaningful pullbacks along the way. In this episode, Jerry Davidse explains long-term S&P 500 data to show why declines are normal, what investors have historically endured to achieve long-term returns, and why preparation matters more than attempting to predict short-term market movements.In this video, you’ll learn:• Why stock market declines occur every year, regardless of how the year ends• How to interpret S&P 500 charts showi...
2026-02-0303 min
Presilium Private WealthFPF 178 - The Worst Investment Strategy Update for 2026In this episode, Presilium explores a counterintuitive investment approach: the "worst investment strategy." We examine a 25-year study that compares this strategy to the more common practice of chasing recent top performers. The findings challenge conventional wisdom on how to potentially improve returns and decrease overall risk in your portfolio. Tune in to see how simple rebalancing can make a significant difference in your long-term financial goals.In this episode:• Understand the "worst investment strategy" and how it selects prior year's laggards.• See the surprising outcomes from a 25-year study comparing two distinct inve...
2026-01-2702 min
Presilium Private WealthFPF 177 - Our 2026 Market OutlookAfter three strong years in a row, I’m heading into 2026 with a more cautious stock market outlook—not pessimistic, just prepared. In this episode, I break down three data-driven reasons for caution and exactly how we think about rebalancing, volatility, and staying positioned for whatever the market delivers.In this video, you’ll learn:• Why the age of the current bull market matters• What history says about year two of the presidential cycle• How elevated stock valuations can change future expectations• Practical rebalancing strategies after strong gains•...
2026-01-2005 min
Presilium Private WealthFPF 176 - The 3 Biggest Tax Mistakes Retirees MakeIt’s not just what you earn—it’s what you keep.In this episode of Financial Planning Friday, Jerry Davidse breaks down the "silent wealth killers" in retirement: Taxes. While investment returns get all the headlines, tax planning is often where the battle for long-term wealth is actually won (or lost).Jerry walks through the three most common tax mistakes retirees make—from mismanaging RMDs to accidentally triggering higher Medicare premiums—and explains the strategies you need to protect your hard-earned savings.We discuss:0:00 - Intro: It’s not just what you ear...
2026-01-1304 min
Presilium Private WealthFPF 175 - The Power of Steady ReturnsIn this conversation, Jerry Davidse emphasizes the significance of achieving consistent returns in investing rather than focusing solely on high returns. He illustrates how different portfolios with the same average return can yield vastly different outcomes due to volatility. By promoting consistency through diversification, regular rebalancing, and avoiding trendy investments, investors can enhance their long-term financial success.In This Week’s Episode:🧠 It's not just about achieving great returns, it's about achieving consistent returns. 🧠 A portfolio that delivers steady, repeatable growth can make a bigger difference. 🧠 Even with the same average return, vol...
2026-01-0603 min
Presilium Private WealthFPF 174 - Our 2025 RecapDid our predictions for 2025 come true? In this episode of Financial Planning Friday, Jerry Davidse looks back at our "2025 Market Outlook" to see how our three biggest questions stood the test of time.From a historic market crash triggered by new tariffs to the surprising resurgence of international stocks, 2025 was a wild ride. We break down the data, review the S&P 500's performance, and explain exactly how we turned the year's biggest panic into a buying opportunity.In this episode, we cover:The Streak: Did stocks manage to post gains for a 3...
2025-12-2304 min
Presilium Private WealthFPF 173 - Why Every Family Needs a Financial Plan this YearAs you’re setting your New Year’s resolutions for 2026, Jerry Davidse breaks down why an updated financial plan matters more than ever—especially if markets stay volatile.Think of your financial plan like GPS: you can reach your destination without it, but it’s harder, takes longer, and usually leads to worse results. In this video, Jerry walks through the four core components Presilium includes in every comprehensive financial plan so you can make decisions with more clarity, confidence, and peace of mind.In This Episode:✅ NET WORTH (Your Starting Point)A curren...
2025-12-2303 min
Presilium Private WealthFPF 172 - Year Two Of Our Presidential CycleAs we close out the first year of President Trump’s second term, markets have once again proven just how unpredictable they can be. From steep drops to near record highs, volatility has defined the year — but what does history tell us about what comes next?In this episode of Financial Planning Friday, Jerry Davidse, CFP® reviews market trends from past presidential cycles and explains what investors can learn as we move into year two, historically the toughest stretch for stocks.You’ll learn:Why the second year of a preside...
2025-12-1603 min
Presilium Private WealthFPF 171 - Why We’re Gifting Our Kids $4 Million Each for ChristmasThis Christmas, Jerry Davidse shares a powerful wealth-building strategy that any family can consider — how a single $19,000 gift today could grow into more than $4 million over a child’s lifetime.In this episode, Jerry explains the math behind long-term compounding, why early gifting can shape your children’s financial future, and how intentional planning can pass down not just wealth — but wisdom.You’ll learn:How the IRS annual gift exclusion works and why it’s so powerfulThe long-term potential of compounding through disciplined investingWays to use gifting as a tool for fin...
2025-12-0903 min
Presilium Private WealthFPF 170 - What The Past 25 Years Can Teach Us About The Next 25In this episode, Jerry Davidse, CFP®, breaks down one of the most common investing mistakes: believing “this time is different.” Each year brings new crises, headlines, uncertainty, and reasons to feel nervous about markets — but history shows that long-term discipline and staying invested have consistently rewarded patient investors.Jerry reviews 20+ years of major global and economic events and compares how investors would have performed if they stayed invested in the S&P 500 versus moving to 10-year Treasury bonds during each period. The difference in outcomes is dramatic — and can impact retirement income, legacy goals, and long-term...
2025-12-0203 min
Presilium Private WealthFPF 168 - Happy ThanksgivingAs we celebrate Thanksgiving, Jerry Davidse reflects on a year of change, resilience, and growth — from navigating market volatility to celebrating the successes of Presilium’s clients. Jerry shares his gratitude for the trust clients place in the team and the many introductions received this year, while looking ahead to an even brighter 2026.At Presilium Private Wealth, our mission remains clear: to provide the most exceptional wealth management experience and to continue building a legacy of trust, excellence, and care for every client we serve.Key Takeaways:💼 We were well-prepared for market...
2025-11-2602 min
Presilium Private WealthFPF 169 - My Annual Birthday VideoIn this week’s episode, Jerry Davidse, CFP®, shares something personal — each year on his birthday, he takes a fresh look back at the major global, political, and economic crises that occurred during every year of his career. If you lived through them, you remember how real and concerning each one felt at the time.Yet despite headlines, uncertainty, and constant “this time is different” narratives, long-term investors who stayed disciplined and invested in diversified portfolios experienced meaningful growth over time.Jerry walks through a multi-decade chart illustrating:✅ The major crisis events from each year
2025-11-2505 min
Presilium Private WealthFPF 167 - Your Biggest Investment RiskIn this episode, Jerry Davidse breaks down what risk truly means in investing — and why the greatest danger isn’t market volatility, but permanent loss of capital. He explains how Presilium Private Wealth builds portfolios designed to weather volatility and capture long-term market growth through index-based ETFs and disciplined diversification.If market ups and downs make you uneasy, this conversation will help you see volatility in a new light — as a normal part of the investment journey, not a threat to your financial future.🕒 Chapters: 00:00 – What Is Real Investment Risk? 00:46 – Volatility vs. Permanent...
2025-11-1102 min
Presilium Private WealthFPF 165 - How to Survive Big Market DeclinesIn this episode, Jerry Davidse of Presilium Private Wealth breaks down one of the most overlooked parts of retirement planning: building a financial cushion to help protect your investment accounts during market downturns.Market declines can happen suddenly and without warning — and history shows that drops of 20% or more have occurred multiple times since 1980. For retirees who rely on their portfolio for income, selling investments during a downturn can permanently impact long-term financial security.Jerry explains:Why a cushion matters for retirement income stabilityHow long market recoveries typically takeA simple way to calculate your cu...
2025-11-1004 min
Presilium Private WealthFPF 166 - Year End 2025 PlanningDon’t let December sneak up on you.Jerry Davidse shares five essential year-end planning moves to review — including tax-law updates, retirement accounts, and charitable strategies — all designed to help you make informed decisions before December 31.Key Takeaways:Tax law swaps can capture taxable losses to offset gains.Review investments in taxable accounts for temporary downturns.Carry forward losses to offset future gains.Fully fund retirement accounts like IRAs and 529s.Evaluate additional avenues to save and improve tax picture.Take required minimum distributions to avoid penalties.Consider converting retirement accounts to Roth I...
2025-11-0404 min
Presilium Private WealthFPF 165 - How to Survive Big Market DeclinesIn this episode, Jerry Davidse of Presilium Private Wealth breaks down one of the most overlooked parts of retirement planning: building a financial cushion to help protect your investment accounts during market downturns.Market declines can happen suddenly and without warning — and history shows that drops of 20% or more have occurred multiple times since 1980. For retirees who rely on their portfolio for income, selling investments during a downturn can permanently impact long-term financial security.Jerry explains:🌟 Why a cushion matters for retirement income stability🌟 How long market recoveries typically take🌟 A si...
2025-10-2804 min
Presilium Private WealthFPF 164 - How Long Can Stocks Continue to Go UpThis week, Jerry Davidse discusses the current bull market, its historical context, and potential future trends. He explores past bull markets, their durations, and returns, providing insights into what might lie ahead. Jerry emphasizes the importance of a disciplined investment strategy and expresses optimism about future gains.In this episode: 00:00:06 Introduction to Bull Markets00:00:37 Historical Bull Market Analysis00:01:07 Current Market Position00:01:37 Future Market Predictions00:02:07 Conclusion and Preparedness---This Video is for informational purposes only and does not constitute...
2025-10-2102 min
Presilium Private WealthFPF 163 - When to find the largest investment gainsJerry Davidse discusses the importance of investing during market downturns, highlighting the significant gains following major market bottoms. He emphasizes the need for a pre-planned strategy to capitalize on rebounds and maintain investment discipline.TakeawaysThe biggest investment gains often come when it feels the worst.S&P 500's major market bottoms were followed by powerful rebounds.Average 17.2% return in 30 days after market bottoms.47% average return over 12 months from market lows.Don't wait for calm; markets surge before headlines normalize.Selling during declines risks missing return bursts.Have a plan before the market storm...
2025-10-1602 min
Presilium Private WealthFPF 162 - Donor Advised FundsIn this episode, Jerry Davidse discusses the benefits and workings of donor-advised funds (DAFs) for charitable giving, especially as the year-end approaches. He explains how DAFs can simplify and enhance the effectiveness of charitable contributions, offering immediate tax deductions and investment growth opportunities.Key takeaways:Donor-advised funds simplify charitable giving.DAFs offer immediate tax deductions.Investments in DAFs grow tax-free.DAFs allow flexible grant payouts.Batch multiple years of contributions with DAFs.DAFs are ideal for high-income years.DAFs provide a single annual statement.No need to save donation receipts with DAFs.DAFs benefit both donors...
2025-10-0702 min
Presilium Private WealthFPF 161 - Why do we review your tax returnJerry Davidse discusses the importance of reviewing clients' tax returns to reduce future taxes, avoid costly mistakes, and provide additional planning options. He explains how Presilium's tax planning software generates reports that aid in planning for Roth conversions, capital gains, Medicare premiums, and more. The software also helps identify errors, as demonstrated by a $220,000 mistake found for a client. Jerry emphasizes collaboration with tax preparers to lower lifetime taxes and encourages clients to reach out for reviews.In this episode:Taxes are often a family's largest lifetime expense.Tax returns provide valuable information for future planning...
2025-09-3002 min
Presilium Private WealthFPF 160 - How to Prepare Your Family to Inherit Significant WealthJerry Davidse discusses the crucial steps families should take to prepare their children and grandchildren for inheriting wealth. Discover why 70% of families lose their wealth by the second generation and how you can avoid this fate.Key Points:Start the Conversation: Engage in ongoing dialogues about values, responsibility, and the true meaning of money. Hands-On Experience: Allow the next generation to manage money through budgets, charitable giving, and investment discussions. Contextualize Your Estate Plan: Use legacy letters or family mission statements to provide context and purpose.If you're interested in creating a comprehensive plan for...
2025-09-2302 min
Presilium Private WealthFPF 159 - The Tulip BubbleJoin Jerry Davidse as he takes you back 400 years to explore the Dutch tulip craze, one of history's most famous financial bubbles. Discover timeless lessons for today's investors, including the dangers of speculation, the myth of "this time it's different," and the importance of disciplined investing.Key Points:Tulips as a symbol of status and wealth in 1600s Holland.The speculative mania that drove tulip prices to astronomical heights.The sudden collapse of the market in 1637 and its aftermath.Insights on speculation versus value, and the importance of staying grounded.#TulipBubble...
2025-09-1603 min
Presilium Private WealthFPF 158 - Sequence of Return RiskIn this episode, Jerry Davidse is digging deep into the often-overlooked concept of Sequence of Return Risk and its significant impact on retirement planning. Discover how the order of investment gains and losses can drastically affect your financial future, and learn strategies to manage this risk effectively.Key Points:Explanation of Sequence of Return Risk and its importance. Comparison of two portfolios with the same average return but vastly different outcomes. Strategies to mitigate risk: diversified financial planning, stable investments, and disciplined rebalancing. The importance of planning ahead to...
2025-09-0903 min
Presilium Private WealthFPF 157 - Just Wait Longer for Better ReturnsThis week Jerry is going deep into the compelling data behind long-term investing. Discover how holding investments over extended periods can lead to impressive returns, and why time in the market consistently beats timing the market.Key Points:Short-term market movements are unpredictable and often driven by noise. Average returns increase significantly with longer investment horizons. Holding investments for 20 years can yield returns over 320%. Long-term strategies help mitigate short-term volatility.If you're uncertain about your investment strategy or need a second opinion, reach out to Presilium for expert guidance.#Investing #LongTermGrowth #FinancialWisdom
2025-09-0202 min
Presilium Private WealthFPF 156 - Stock Market VolatilityThis week we focus on the unpredictable world of stock market volatility. Discover why this decade has seen unprecedented market swings and how a disciplined rebalancing strategy can turn uncertainty into opportunity. Learn the classic buy low, sell high approach and how Presilium helps you stay on track through every market fluctuation.Jerry covers:The rise of market volatility as the new normal. The importance of a disciplined rebalancing strategy. How to systematically take advantage of short-term market swings. #StockMarket #Volatility #InvestingStrategy #FinancialPlanning---This...
2025-08-2602 min
Presilium Private WealthFPF 155 - How Innovation Drives the Stock Market HigherIn this episode, Jerry Davidse explores the profound impact of innovation on long-term market growth. Discover how companies like Apple have not only redefined personal technology but also driven the stock market to new heights. Jerry delves into the compounding power of innovation and why it remains a key driver of economic progress.In this episode:The role of innovation in market growth Apple's journey from a garage to a market giant The compounding power of innovation Why staying invested and optimistic is crucialTake...
2025-08-1902 min
Presilium Private WealthFPF 154 - How to Financially Prepare for a DivorceIn this episode, Jerry Davidse discusses the crucial steps to financially prepare for a divorce. Divorce can be one of life's most challenging experiences, both emotionally and financially. Jerry emphasizes the importance of preparation to protect your future and move forward with clarity and confidence.Key Takeaways:Get Organized: Compile a comprehensive list of your assets, liabilities, income, and expenses. Secure Your Documents: Ensure access to important documents like tax returns, pay stubs, and account statements. Understand Your Cash Flow: Plan for living on a single income and set a realistic...
2025-08-1202 min
Presilium Private WealthFPF 153 - Preparing a Last LetterIn this heartfelt episode, Jerry Davidse shares his personal experience of writing a last letter to his loved ones before undergoing significant surgery. Inspired by his father's tradition of writing monthly letters, Jerry discusses the importance of expressing love, sharing values, and providing practical information for those we care about. He also introduces a helpful template to guide listeners in crafting their own meaningful letters.Key Points:The emotional and practical aspects of writing a last letter. Jerry's personal story and family tradition. The significance of sharing values and...
2025-08-0502 min
Presilium Private WealthFPF 152 - How to Prepare for a Market DownturnThis week Jerry explores the strategies investors can use to navigate market downturns. Discover the three critical choices that can impact long-term performance: selling, holding, or buying more stocks. Learn why buying during a downturn can be a powerful strategy and how Presilium prepares clients for market fluctuations.#MarketDownturn #InvestmentStrategy #FinancialPlanning---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...
2025-07-2903 min
Presilium Private WealthFPF 151 - 2025 Midyear UpdateJoin Jerry this week as he breaks down the first half of 2025's market performance. In this must-watch video, we'll explore:🔹 How stocks are performing against historical trends🔹 The power of diversification in uncertain markets🔹 Turning market volatility into investment opportunities🔹 Key insights from our midyear market reviewWhether you're an experienced investor or just starting out, this episode provides crucial strategies to stay disciplined and focused on your long-term financial goals. Learn how to transform market challenges into potential wins!---This episode is for informat...
2025-07-2802 min
Presilium Private WealthFPF 148 - We Will Face a Bear Market AgainTune is as Jerry discussed the inevitability of bear markets for long-term investors, noting that the likelihood of experiencing a market drop of 20% or more increases with time: A one-year investment has a 33% chance, while a five-year investment has an 77% chance, and after 15 years, it's certain. See why our advice is to to plan for these declines rather than avoid them, emphasizing the importance of staying invested, diversified, and focused on long-term goals. ---This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of...
2025-07-0102 min
Presilium Private WealthFPF 145 - Sell in May & Go AwayIn this episode, Jerry Davidse of Presilium Private Wealth breaks down the historical investment strategy of "Sell in May and Go Away." He discusses how stocks have historically performed better from November through April, compared to the summer months. Jerry shares a compelling example to highlight the difference and stresses that long-term investment is the key to growing wealth.Key Takeaways:Historical Performance: Stocks have generally performed better from November to April than May to October, according to data since 1993.Investment Example: A $100 investment during May to October grows to $271, while from November...
2025-06-1002 min
Presilium Private WealthFPF 144 - Keep It SimpleThis week Jerry discusses Presilium's disciplined and simple approach to investing, designed to achieve long-term financial goals. By focusing on low-cost, tax-efficient ETFs and global diversification, their strategy helps manage risk while maximizing opportunities for growth. With 24 years of experience, this approach has delivered consistent results for clients.Key Takeaways:Simple & Disciplined Approach: The investment strategy focuses on simplicity and discipline to stay aligned with long-term goals.Low-Cost, Tax-Efficient ETFs: ETFs provide broad market exposure with low costs and high liquidity, ensuring easy rebalancing.Global Diversification: Investing in global ETFs helps...
2025-06-0302 min
Presilium Private WealthFPF 143 - What Are We So Afraid Of?In this week’s episode, Jerry Davidse explores the emotional side of investing—how our fear of market crashes is often far worse in our minds than in reality.Drawing inspiration from Mark Twain’s famous quote and decades of market data, Jerry shows that while market downturns are real, they’re also temporary—and almost always followed by massive gains.💡 What You'll Learn in This Episode:Why fear of investing is often exaggeratedHow much worse the fear of a crash is than the realityThe average size of bull vs. bear markets since 1950Why...
2025-05-2802 min
Presilium Private WealthFPF 141 - Not So Average ReturnsIn this week’s episode, Jerry Davidse explains a surprising truth: while the average annual return of the S&P 500 is around 11%, most years look nothing like the average.Jerry uses a powerful chart covering returns from 1950 through 2024 to show how volatile, unpredictable—and ultimately rewarding—the stock market can be. If you’ve ever wondered why your portfolio never seems to match those “average” numbers year-to-year, this episode clears it up.---This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to pur...
2025-05-1302 min
Presilium Private WealthAn Important Update from Jerry DavidseAn important health update from Jerry Davidse, CEO of Presilium Private Wealth. 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...
2025-05-1301 min
Presilium Private WealthFPF 140 - Organizing Your Parents FinancesIn this episode, Jerry Davidse shares a critical yet often overlooked topic—helping your parents get financially organized before it becomes urgent. Whether it’s consolidating scattered investment accounts, creating a long-term financial plan, or ensuring beneficiary designations are up to date, taking action early can reduce stress and confusion for the entire family down the line.Jerry walks through:✅ Why financial planning for aging parents matters✅ How to consolidate accounts and simplify management✅ Tips to avoid probate and ease future transfers✅ Real-life stories of families we've helped✅ How to b...
2025-05-0802 min
Presilium Private WealthFPF 140 - Organizing Your Parents' FinancesIn this episode, Jerry Davidse shares a critical yet often overlooked topic—helping your parents get financially organized before it becomes urgent. Whether it’s consolidating scattered investment accounts, creating a long-term financial plan, or ensuring beneficiary designations are up to date, taking action early can reduce stress and confusion for the entire family down the line.Jerry walks through:✅ Why financial planning for aging parents matters✅ How to consolidate accounts and simplify management✅ Tips to avoid probate and ease future transfers✅ Real-life stories of families we've helped✅ How to be proactive instead of reactiveIf your parent...
2025-05-0602 min
Presilium Private WealthFPF 138 - 150 Years of CrisesIn episode 138 of Financial Planning Friday, the conversation highlights the current market volatility, attributing it to new tariff policies affecting the US and global economies. Jerry emphasizes a long-term investment strategy, advocating for buying stocks at lower prices and maintaining target allocations as part of clients' financial plans. We reference a Morningstar chart showing the growth of a $1 investment over 150 years, noting that selling during market crises would have significantly reduced long-term wealth. We are taking this opportunity to reaffirm our commitment to rebalancing client portfolios amidst the temporary crisis.🔔 Don’t forget to like, subsc...
2025-04-2202 min
Presilium Private WealthFPF 137 - Increase Your Investment ReturnsIn this video, Jerry Davidse breaks down the power of dollar cost averaging—a simple yet effective strategy for long-term investing. By consistently investing a fixed amount of money at regular intervals, regardless of market conditions, you can smooth out market volatility and potentially increase your returns over time. Jerry walks through real historical data from the S&P 500 to show how consistent investing—even just once a month—can make a noticeable difference, especially over 15 to 25 years. Whether you're still building your portfolio or already retired, this video offers practical insights on how to stay disciplined and ma...
2025-04-1102 minPresilium Private WealthFPF #134 - The Importance of Stress Testing Your PortfolioThis week we dig into the importance of stress testing portfolios to prepare for market volatility and potential downturns, highlighting historical market declines such as the S&P 500's average 36% drop and the 2008 financial crisis where the S&P 500 fell 55%. Jerry illustrates how a well-structured 70% stock, 30% bond portfolio could have declined 45% but recovered over three and a half years, underscoring the need to stay invested and potentially rebalance. 🔔 Subscribe to our channel for more insights on investing, financial planning, and wealth management.💬 Have questions or want to discuss your investment strategy? Please visit our website to sch...
2025-03-2504 minPresilium Private WealthFPF #133 - Stocks Go Down All The TimeThis week, Jerry emphasizes the importance of maintaining a long-term investment strategy despite market fluctuations. Over the past 25 years, the market has experienced an average temporary decline of 14.9% per year, but still achieved a positive average return of 9.4% annually for the S&P 500. To bring things home, Jerry highlights that the market finished positive in 19 out of 25 years, with significant gains in eight of those years, including 2009 and 2020. 🔔 Subscribe to our channel for more insights on investing, financial planning, and wealth management.💬 Have questions or want to discuss your investment strategy? Please visit our website to sch...
2025-03-1802 minPresilium Private WealthFPF 132 - Inherited IRAsThis week, Jerry discusses the complexities of inherited IRAs, emphasizing the importance of understanding the rules for spouses and non-spouses. Spouses have more flexibility, including the option to roll over funds to their own IRA and defer mandatory distributions until age 73 or 75, or to take immediate distributions without penalty. Non-spouses, such as children or siblings, must withdraw the entire balance within 10 years of the original owner's death, with RMDs required if the original owner had reached their RMD age. Roth IRAs do not require RMDs but still have the 10-year withdrawal rule. Strategies...
2025-03-1103 min
Presilium Private WealthInherited IRAsThis week, Jerry discusses the complexities of inherited IRAs, emphasizing the importance of understanding the rules for spouses and non-spouses. Spouses have more flexibility, including the option to roll over funds to their own IRA and defer mandatory distributions until age 73 or 75, or to take immediate distributions without penalty. Non-spouses, such as children or siblings, must withdraw the entire balance within 10 years of the original owner's death, with RMDs required if the original owner had reached their RMD age. Roth IRAs do not require RMDs but still have the 10-year withdrawal rule. Strategies...
2025-03-1103 min
Presilium Private WealthFPF #130 - Why You Need a Financial PlanIn this week's Financial Planning Friday, we discuss the key components of a comprehensive financial plan and why it's essential for reaching your financial goals. We cover: - The importance of having an up-to-date net worth statement as your starting point - How to get the right investment mix and risk level for your situation - Calculating the probability of achieving your goals using historical data - Projecting your finances year-by-year through retirement and modeling different scenarios Jerry emphasizes that a solid financial plan is the foundation...
2025-02-2603 minPresilium Private WealthFPF #97 - Required Minimum DistributionsIn 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...
2024-07-1203 minPresilium Private WealthFPF #84 - Why We Don't Recommend Individual StocksJerry shares the top 3 reasons that we don't recommend individual stocks at Presilium Private Wealth.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...
2024-04-1203 minPresilium Private WealthFPF #80 - How to Make Successful Investments in Volatile MarketsJerry shares how you can make successful investments when stocks are volatile or declining.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...
2024-03-1503 minPresilium Private WealthFPF #79 - 3 Lessons Learned from the Global Financial CrisisMarch 9, 2024 is the 15 year anniversary of the market low made during the global financial crisis. Jerry discusses 3 key lessons from that time that we can use to become better investors today.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...
2024-03-0804 minPresilium Private WealthFPF #78 - Life and Market MilestonesJerry looks at the key milestones in his life and where the S&P 500 was for each of them.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...
2024-03-0102 minPresilium Private WealthFPF #77 - Everyone Needs a Financial PlanJerry explains the 4 key parts of the financial plan that we prepare for our clients at Presilium Private Wealth.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...
2024-02-2302 minPresilium Private WealthFPF #76 - Why We Love StocksHappy Valentine's Day! Jerry explains why we love investing in stocks for our clients at Presilium.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...
2024-02-1402 minPresilium Private WealthFPF #75 - Investor Patience Pays Off!Jerry looks at how the market has performed after a long gap between record highs like we just experienced.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...
2024-02-1202 minPresilium Private WealthFPF #74 - The Best Investment OpportunitiesJerry looks at some of the best investment opportunities of the past 80 years. He also reviews the plan we have for our clients when the next opportunity happens.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...
2024-02-0203 minPresilium Private WealthFPF #71 Our 2024 Market OutlookJerry gives us 3 reasons to remain optimistic about stocks in 2024 based on historical data.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...
2024-01-1203 minPresilium Private WealthFPF #67 When Your Friends and Family PanicJerry tells the true story of a wonderful client who recently called in because her best friend was panicked and had urged her to sell all of her investments. The same investments that have supported her retirement over the past 20+ years.We have received many calls like this over the years and will continue to recommend that clients stick to their long-term plan despite what the media, friends and family are doing.This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase...
2023-12-1503 minPresilium Private WealthFinancial Planning Friday's #54 - Take Advantage of Market Declines! Market declines can be a great opportunity to grow your wealth! Jerry looks at the temporary market declines that have occurred during the market's best years since 1928. Please listen, click the like button, and share with a friend! 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...
2023-09-1303 minPresilium Private WealthFinancial Planning Friday's #51 - How Important Are Dividends?Jerry looks at the performance of dividend stocks vs. the overall market over a variety of time periods for the past 15 years. Please listen, click the like button, and share with a friend! 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...
2023-08-1802 minPresilium Private WealthFinancial Planning Friday's #50 - Buy More of Your Lagging InvestmentsIn this week's episode, Jerry shares an example of how well rebalancing has worked between different types of stock investments over the past 18 months. Please listen, click the like button, and share with a friend! 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...
2023-08-1004 minPresilium Private WealthFinancial Planning Friday's# 49 - Fortune Tellers and Market ForecastersShould you trust your investment decisions to market forecasters or fortune tellers? In this week's episode, Jerry reviews the 2023 market predictions from some of the largest investment companies in the world. Please listen, click the like button, and share with a friend! 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...
2023-08-1002 minPresilium Private WealthFinancial Planning Friday's #48 - How Much Can You Spend In Retirement?Jerry shares how we calculate how much our clients at Presilium can safely spend in retirement while allowing their investment accounts to continue to grow over the long-term. Please listen, click the like button, and share with a friend! 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...
2023-07-2802 minPresilium Private WealthFinancial Planning Friday's #48 - How Will Stocks Perform in the 2nd Half of 2023?Jerry looks at how stocks may perform in the 2nd half of 2023 after a very strong 1st half. As usual, we can learn a lot from market history! Please listen, click the like button, and share with a friend! 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...
2023-07-2402 minPresilium Private WealthFinancial Planning Friday's #46 - Stocks Are The Best Long-Term InvestmentsJerry presents the reasons and historical data on why stocks are clearly the best long-term investments. Please listen, click the like button, and share with a friend! 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...
2023-07-1103 minPresilium Private WealthFinancial Planning Friday's #45 - A History of Bull MarketsWe are now in a new bull market! Jerry looks at the returns and length of the previous 14 bull markets since World War II for clues on what may happen next. Please listen, click the like button, and share with a friend! 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...
2023-07-1102 minPresilium Private WealthFinancial Planning Friday's #44 - Does Your Family Need a Trust?Jerry presents 5 key ways that using a trust can benefit you and your family. Please listen, click the like button, and share with a friend! 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...
2023-06-2805 minPresilium Private WealthFinancial Planning Friday's #43 - 3 Keys to Grow Your WealthJerry discusses 3 key ways that our clients at Presilium use to grow their wealth over time. Please watch, click the like button, and share with a friend! 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...
2023-06-2203 minPresilium Private WealthFPF Special Edition - The Bear Market is Over! The bear market in stocks that began in June of last year is now over! The S&P 500 is now up more than 20% from the October 2022 low and we have entered a new bull market! In this week’s video, Jerry discusses the lessons learned from this bear market. Please watch, click the like button, and share with a friend! 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 pers...
2023-06-1403 minPresilium Private WealthFinancial Planning Friday's #42- Higher Earnings = Higher Market This week, Jerry looks at how the value of the stock market closely tracks earnings over the long-term but is unpredictable in the short term. Please listen, click the like button, and share with a friend! 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...
2023-06-1403 minPresilium Private WealthFinancial Planning Friday's #40- What Has Lower Inflation Meant for Stocks?Stocks have historically performed really well after inflation has fallen by more than 5%. In this podcast, Jerry looks at how the S&P 500 has performed after 12 month CPI declines of 5%+ since 1940. Please listen, click the like button, and share with a friend! 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...
2023-05-2502 minPresilium Private WealthFinancial Planning Friday's #39 - Bull and Bear Market UpdateThe average bull market has gained 4x as much as the average bear market has lost since 1926. In this episode of FPF, Jerry looks at the returns of every bull and bear market since 1926. Please listen, click the like button, and share with a friend! 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...
2023-05-2002 minPresilium Private WealthFPF'S #37 - How the DJIA Can Grow From 33,000 to 351,000In our 37th Financial Planning Friday's episode, Jerry shows how the Dow Jones Industrial Average will reach 351,000 in 30 years if it grows the same way as it did over the past 30 years. Please listen, click the like button, and share with a friend! 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...
2023-05-0402 minPresilium Private WealthFPF #36 - The Importance of Diversification In our 36th Financial Planning Friday's episode, Jerry discusses why diversification is so important in reaching your goals and reducing risk. Please listen, click the like button, and share with a friend! 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...
2023-04-2702 minPresilium Private WealthFinancial Planning Friday's #35 - 2 More Reasons to be Optimistic in 2023! In our 35th Financial Planning Friday's episode, Jerry discusses 2 additional reasons that we continue to be optimistic about 2023. Please listen, click the like button, and share with a friend! 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...
2023-04-2002 minPresilium Private WealthFinancial Planning Friday's #34 - Donor Advised Funds In our 34th Financial Planning Friday's episode, Jerry discusses using a Donor Advised Funds to more effectively support your favorite charities. Please listen, click the like button, and share with a friend! 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...
2023-04-1803 minPresilium Private WealthFinancial Planning Friday's #33 - Clarifying the Confusion Around Your Social Security BenefitsIn our 33rd Financial Planning Friday's episode, Jerry works to clarify much of the confusion around your Social Security benefits by sharing seven key things to consider. Please watch, click the like button, and share with a friend! 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...
2023-04-0703 min
Presilium Private WealthFinancial Planning Friday's #32 - Three Major Keys to Reaching Your GoalsIn our 32nd Financial Planning Friday's episode, Jerry discusses three major keys why so many Americans fall short of achieving their financial goals. Please watch, click the like button, and share with a friend! 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...
2023-03-3105 minPresilium Private WealthFinancial Planning Friday's #18 - The Yield CurveIn our Financial Planning Friday's #18 podcast we discuss the yield curve and where you should consider investing your allocation to bonds and cash.Please listen, click the like button, and share with a friend!Please find the Financial Planning Friday's #!3 video that we mention on optimizing short-term accounts here: https://www.youtube.com/watch?v=4npuI... The WSJ article, The $42 Billion Dollar Question, Why Aren't American's Ditching Big Banks can be found here: https://www.wsj.com/articles/the-42-billion-question-why-arent-americans-ditching-big-banks-11670472623?st=59akx2pgrqvws9t&reflink=desktopwebshare_permalinkThis podcast is for...
2022-12-1503 minPresilium Private WealthFinancial Planning Friday's #17- The Power of Compound GrowthIn our Financial Planning Friday's #17 video we discuss the amazing power of compound growth over time. How do you turn $1,000 into $5 Million? By purchasing stocks and then watching your investment grow over long periods of time! Please watch, click the like button, and share with a friend! This podcast 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...
2022-12-0803 minPresilium Private WealthFinancial Planning Friday's #16 - Market Performance After Midterm Elections In our Financial Planning Friday's #16 video we discuss market performance after midterm elections. The S&P 500 has been positive 12 months after all 18 midterm elections since 1950 with an average return of 18.6%! Please watch our latest Financial Planning Friday's video on market performance after midterm elections and how the S&P 500 has done with a Democratic White House and Republican Congress. Please watch, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase...
2022-12-0104 minPresilium Private WealthFinancial Planning Friday's #15 - Thank You for Introducing Us! In our Financial Planning Friday's #15 we discuss the process that we follow with every introduction our clients make to us. We are very grateful for all of the wonderful people that we have met over the past 21 years and appreciate the trust our clients place in us. Please watch, click the like button, and share with a friend! 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...
2022-11-2203 minPresilium Private WealthFinancial Planning Friday's #14 - Investing for EducationIn our Financial Planning Friday's #14 podcast we discuss using a 529 college savings plan to make investments in order to fund the rising cost of education. Please watch, click the like button, and share with a friend! 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...
2022-11-1705 minPresilium Private WealthFinancial Planning Friday's #13 - Optimizing Short-Term Accounts In our Financial Planning Friday's #13 podcast we discuss optimizing your short-term accounts and the different types of investments that we use with our clients. Please listen, click the like button, and share with a friend! 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...
2022-11-1002 minPresilium Private WealthFinancial Planning Friday's #12 - Time In The Market vs. Market TimingIn our Financial Planning Friday's #12 we look at time in the market vs. market timing and the data that supports staying invested for the long-term.Please watch, click the like button, and share with a friend!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...
2022-10-2705 minPresilium Private WealthFinancial Planning Friday's #11 - Bull and Bear Markets In our Financial Planning Friday's #11 video we look at bull and bear markets that occurred between 1980-2022 and their impact on long-term investment returns. 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...
2022-10-2503 minPresilium Private WealthFinancial Planning Friday's #10 - Our Secure Client Vault In this video we discuss our secure client vault and a few of the ways our clients can use it to store important documents. 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...
2022-10-2503 minPresilium Private WealthFinancial Planning Friday's #9 - Estate Planning In this video, we discuss estate and trust planning, naming beneficiaries, and gifting. 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...
2022-10-2505 minPresilium Private WealthFinancial Planning Friday's #8 - Tax Loss SwapsWelcome to Presilium Private Wealth's Financial Planning Fridays. This is our weekly series on the importance of financial planning. We will be taking a look at some of the most important parts of a financial plan and how it can benefit you and your family. 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...
2022-10-2502 minPresilium Private WealthFinancial Planning Friday's #7 - The Decision CenterWelcome to Presilium Private Wealth's Financial Planning Fridays. This is our weekly series on the importance of financial planning. We will be taking a look at some of the most important parts of a financial plan and how it can benefit you and your family. 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...
2022-10-2503 minPresilium Private WealthFinancial Planning Friday's #6 - Asset Withdrawal OrderWelcome to Presilium Private Wealth's Financial Planning Fridays. This is our weekly series on the importance of financial planning. We will be taking a look at some of the most important parts of a financial plan and how it can benefit you and your family. 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...
2022-10-2502 minPresilium Private WealthFinancial Planning Friday's #5 - Risk Management Welcome to Presilium Private Wealth's Financial Planning Fridays. This is our weekly series on the importance of financial planning. We will be taking a look at some of the most important parts of a financial plan and how it can benefit you and your family. 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...
2022-10-2404 minPresilium Private WealthFinancial Planning Friday's #4- RebalancingWelcome to Presilium Private Wealth's Financial Planning Fridays. This is our weekly series on the importance of financial planning. We will be taking a look at some of the most important parts of a financial plan and how it can benefit you and your family. 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...
2022-10-2403 minPresilium Private WealthFinancial Planning Friday's #3 - Investment Asset Allocation Welcome to Presilium Private Wealth's Financial Planning Fridays. This is our weekly series on the importance of financial planning. We will be taking a look at some of the most important parts of a financial plan and how it can benefit you and your family. 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...
2022-10-2403 minPresilium Private WealthFinancial Planning Friday's #2 - The Probability of Success Welcome to Presilium Private Wealth's Financial Planning Fridays. This is our weekly series on the importance of financial planning. We will be taking a look at some of the most important parts of a financial plan and how it can benefit you and your family. 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...
2022-10-2403 min
Presilium Private WealthFinancial Planning Friday's #1 - The Benefits of Financial PlanningWelcome to Presilium Private Wealth's Financial Planning Fridays. This is our weekly series on the importance of financial planning. We will be taking a look at some of the most important parts of a financial plan and how it can benefit you and your family. 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...
2022-10-2402 minPresilium Private WealthRoth Conversions and Why They Can Be Especially Beneficial During a Down MarketThis recording 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 recording 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 recording 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...
2022-09-0502 minPresilium Private WealthBuying Stocks in a Bear Market A bear market can be a great time to add to stocks. Here are a few things to consider! This recording 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 recording 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 recording to be investment advice, and the information presented in this...
2022-09-0502 min
Presilium Private WealthTop 3 Way to Benefit from a Down MarTop 3 actions that you can take in a down market to improve your long-term financial plan.
2022-06-0203 min