Presilium Private Wealth

Discover the effects of government shutdowns on market performance over the past 30+ years in our latest video. 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 acc...

Discover how we work with our clients on one of the most important decisions they face in retirement: should you choose a lump-sum or monthly pension benefit? 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...

The 4th quarter has historically been the best quarter for stocks over the past 20, 50, and 100 years. In this short podcast, we look back through the data to see how stocks have performed on average each quarter going back to 1923. 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...

Having more consistent investment returns can have a huge impact on the growth of your investment accounts! In this podcast, we show how an investment portfolio with a lower average return and low volatility can outperform a portfolio with higher average returns but with more volatility. This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of...

Dollar cost averaging can be a great way to invest your savings to take advantage of a volatile market! We looked at the results of starting an a new investment plan right before 5 major market peaks since 1980. This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The con...

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 produc...

Converting part of your IRA to a Roth IRA may save you an enormous amount of taxes during your retirement. In this podcast, we look at the ideal candidates to complete a Roth Conversion and walk through a real life example. 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 a...

Welcome to the 1 year anniversary podcast of Financial Planning Fridays! We have posted a new podcast every week for the past year on the topics that we feel are best for your financial future. This anniversary video includes the 4 key lessons that our clients have found most impactful from the past year! Please listen, click the like button, and share with a friend! This podcast is for informatio...

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 i...

In 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...

Should 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 pu...

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 p...

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...

Jerry 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...

We 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....

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...

Jerry 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...

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...

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 o...

This week, we chose our 7 favorite headlines from the year 2033. We are now in a time of unprecedented progress and technological advancement. The best financial way to participate in this growth is to own shares in the companies working towards this amazing future. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitut...

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...

The 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 i...

What if, instead of a 5-, 10-, or 20-year time horizon, you had a 100-year outlook for you, your family, and your favorite charities? You may not realize it, but you can have an amazing impact on future generations. In this week's FPF episode we look at an example of this and how our legacy can extend well beyond our lifetimes. Please listen, click the like button, and share with a friend! This po...

In 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...

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 o...