Afleveringen
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In this weekâs 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, unpredictableâand ultimately rewardingâthe stock market can be. If youâve ever wondered why your portfolio never seems to match those âaverageâ numbers year-to-year, this episode clears it up.
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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 SECâs website at www.adviserinfo.sec.gov.
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An 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 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 SECâs website at www.adviserinfo.sec.gov.
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Zijn er afleveringen die ontbreken?
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Thinking of hiring more staff to solve your business challenges? Think again! In this month's Building Value episode, learn why simply adding headcount isn't the solution to improving efficiency, revenue, or productivity.
Key Insights:
Why hiring isn't always the answer to business problems
How to review your processes for maximum efficiency
Strategies for ensuring you have the right team in place
Focusing on tasks that truly drive profitability
Learn how to critically assess your business operations and make smarter decisions that boost your bottom line. Don't miss this essential advice for entrepreneurs and business owners!
#BusinessGrowth #Entrepreneurship #BusinessStrategy #Productivity
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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 SECâs website at www.adviserinfo.sec.gov.
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In this episode, Jerry Davidse shares a critical yet often overlooked topicâhelping your parents get financially organized before it becomes urgent. Whether itâs 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:
â Why financial planning for aging parents matters
â How to consolidate accounts and simplify management
â Tips to avoid probate and ease future transfers
â Real-life stories of families we've helped
â How to be proactive instead of reactive
If your parents are still managing their own financesâor if youâre starting to step in and helpâthis is a must-watch conversation. The earlier you act, the smoother the transition will be when the time comes.
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 SECâs website at www.adviserinfo.sec.gov.
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In this episode of The Big Question, Brook Hart discusses the importance of maintaining a steady investment strategy amidst market uncertainty. He emphasizes the need for a disciplined financial plan that is not swayed by daily market fluctuations or sensational headlines. This episode sheds light on the significance of focusing on long-term goals and the control investors have over their financial decisions, rather than reacting to external noise.
In This Episode:
Market uncertainty is a common concern for investors.
It's crucial to avoid knee-jerk reactions to market changes.
A financial plan should remain consistent if goals do not change.
Investment strategies should be based on long-term planning, not conjecture.
Market volatility can be an opportunity if managed correctly.
Tuning out external noise helps in making sound investment decisions.
Understanding what is within our control is essential for investors.
A disciplined investment strategy is vital for success.
Investors should focus on their financial goals rather than market speculation.
Regular reviews of financial plans can help maintain focus.
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In this episode, Jerry Davidse shares a critical yet often overlooked topicâhelping your parents get financially organized before it becomes urgent. Whether itâs 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:
â Why financial planning for aging parents mattersâ How to consolidate accounts and simplify managementâ Tips to avoid probate and ease future transfersâ Real-life stories of families we've helpedâ How to be proactive instead of reactiveIf your parents are still managing their own financesâor if youâre starting to step in and helpâthis is a must-watch conversation. The earlier you act, the smoother the transition will be when the time comes.
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Unpack the truth behind recession headlines: discover how the market actually performs before, during, and especially after economic downturns, revealing why staying invested is key to long-term wealth.
đ Donât forget to like, subscribe, and turn on notifications to stay informed on all things financial planning!
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 SECâs website at www.adviserinfo.sec.gov.
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In 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.
đ Donât forget to like, subscribe, and turn on notifications to stay informed on all things financial planning!
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 SECâs website at www.adviserinfo.sec.gov.
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In this video, Jerry Davidse breaks down the power of dollar cost averagingâa 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 investingâeven just once a monthâcan 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 make your money work smarter.
đ Donât forget to like, subscribe, and turn on notifications to stay informed on all things financial planning!
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 SECâs website at www.adviserinfo.sec.gov.
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This month, Brook discusses the challenges of hiring, emphasizing the importance of building a strong team to create value. He highlights the need for a thoughtful, methodical approach to avoid rushed decisions and mistakes. Make sure you aren't missing the value in relying on recommendations from trusted individuals and consider using professional recruiters for efficiency.
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 SECâs website at www.adviserinfo.sec.gov.
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In todayâs digital world, protecting your wealth goes beyond smart investing â it also means safeguarding your personal and financial information from cyber threats. In this episode of Financial Planning Friday, weâll walk through three key cybersecurity strategies every investor should know:
1) Use strong, unique passwords and enable multi-factor authentication
2) Be cautious of phishing scams and suspicious messages
3) Keep your software up to date and avoid public Wi-Fi for financial transactions
đ Donât forget to like, subscribe, and turn on notifications to stay informed on all things financial planning!
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 SECâs website at www.adviserinfo.sec.gov.
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Today, Iâm diving into the importance of maintaining an accurate and up-to-date family balance sheetâa crucial tool in your financial planning. At Presilium Private Wealth, our clients have access to a comprehensive balance sheet that updates daily, ensuring a real-time snapshot of assets and liabilities.
Why Is This So Important?
â Better Financial Planning: The more accurate your balance sheet, the more tailored and effective your financial strategy will be.
â Real-Time Asset Allocation Monitoring: Your balance sheet helps us proactively manage risk and optimize portfolio performance.
â Estate & Charitable Planning Optimization: Understanding your net worth allows us to make smart estate, trust, and charitable giving decisions while preparing for potential tax law changes.
đĄ Action Step: Log into your Presilium client portal today to review and update your family balance sheet!
đ See you next Friday for more valuable financial insights!
đ Donât forget to like, subscribe, and turn on notifications to stay informed on all things financial planning!
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 SECâs 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 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 SECâs website at www.adviserinfo.sec.gov.
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This 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.
đ Subscribe to our channel for more insights on investing, financial planning, and wealth management.
đŹ Have questions or want to discuss your investment strategy? Please visit our website to schedule time with us today.
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 SECâs website at www.adviserinfo.sec.gov.
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This 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.
đ Subscribe to our channel for more insights on investing, financial planning, and wealth management.
đŹ Have questions or want to discuss your investment strategy? Please visit our website to schedule time with us today.
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 SECâs website at www.adviserinfo.sec.gov.
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In episode 8 of Building Value, Brook Hart discusses the challenges and opportunities associated with performance reviews. He emphasizes the need for a shift from traditional annual reviews to more frequent, constructive feedback sessions. By making performance evaluations more qualitative and quantitative, and fostering joint ownership in the evaluation process, organizations can create a more productive and engaged workforce. Brook advocates for continuous improvement in performance management practices, encouraging managers to focus on implementation rather than perfection.
Key Takeaways:
Performance reviews are often not useful and need rethinkingQuarterly reviews with monthly check-ins are more effectiveFeedback should be both qualitative and quantitativeCreating joint ownership in evaluations is crucialMistakes are part of life; how we respond mattersEmployees perform better when they enjoy their workClear communication of expectations is essentialDeveloping performance metrics takes time and energyAim for implementation, not perfection in evaluationsEveryone needs to be on the same page for successTo 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 SECâs website at www.adviserinfo.sec.gov.
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This 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 for inherited IRAs should be tailored to individual financial plans, considering tax implications.
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 SECâs website at www.adviserinfo.sec.gov.
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This 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 for inherited IRAs should be tailored to individual financial plans, considering tax implications.
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 SECâs 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 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 SECâs website at www.adviserinfo.sec.gov.
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People often ask me about our investment philosophy, so today I am peeling back the curtain!
In this video I am sharing our proven strategy: balancing stocks & bonds, using smart ETFs, and a global index you've probably never heard of. See how we manage risk, maximize returns, and keep your portfolio on track. Curious? Hit play! đ #investing #stocks #bonds #financialplanning
đ Subscribe to our channel for more insights on investing, financial planning, and wealth management.
đŹ Have questions or want to discuss your investment strategy? Please visit our website to schedule time with us today.
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 SECâs website at www.adviserinfo.sec.gov.
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