Presilium Private Wealth

Jerry 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...

Tune in as Brook anwers the BIG Question that Presilium has been hearing from our clients this month. 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 per...

Jerry 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 acces...

Happy 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 parti...

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 a...

Jerry 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 pers...

The IRS has updated contribution limits for 2024. Brian walks through what Presilium believes are the most important figures to be aware of! 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...

Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month. 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 pe...

The S&P 500 just reached a new all-time high! We looked back through history to see how the market has performed after making a new all-time high. 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...

We show you the exceptional 4 step process that we follow with a new individual or 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 particular tra...

Jerry 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 t...

Investing in stocks can be a powerful way to reach goals bigger than you ever thought possible! In this video, we look at two ways to reach $1 Million over the past 40 years. 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 f...

Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month. 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 pe...

We look at the 2023 market results and all the clues that history gave us over the past year. 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...

Which has generated more income over the past 30 years, stocks or bonds? The answer will surprise you and it is a huge difference! 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...

Jerry 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 a...

The blend of stocks and bonds in your portfolio will have a huge impact on your financial future. Discover the long-term returns and maximum declines of six diverse investment portfolios as you consider this important decision. 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 ser...

We look at all of the crises in my 22 year career and how expensive it would have been to not stay invested through each one. 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 p...

Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month. 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 pe...

Discover how you can supercharge your savings and earn a much higher interest rate than at traditional banks. 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...

Discover the 5 items you should complete before year-end 2023! 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 oppor...

Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month. How's my return? Well, the answer to that depends: Compared to the market or compared to your goals? And which one is more important (and consistently attainable) for you. Please watch, click the like button, and share with a friend! This Video is for informational purposes only and does not cons...

The market goes down all the time- but it never stays there. Discover how well the market has performed over the past 15 years despite an average annual decline of more than 16% each year! 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 pro...

Over the past 22 months, long-term bonds have faced a staggering decline of more than 41% - recording their poorest performance ever recorded. Discover the reasons for this decline in our short video. 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...

Are you wondering when it's time to revisit your will and estate plan? Please join us in this short informative pocast as we dive into the 7 critical moments in your life when you should seriously consider updating your will and estate plan. 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 investmen...