Presilium Private Wealth

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 th...

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! 👇 #investing #stocks #bonds #financialplanning 🔔 Subscribe to o...

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! 👇 #investing #stocks #bonds #financialplanning 🔔 Subscribe to o...

This month's Big Question focuses mindset and preparation for significant market downturns, emphasizing the importance of maintaining a disciplined investment strategy rather than panicking and shifting to cash or bonds. Key strategies we cover include rebalancing portfolios to move funds from expensive to inexpensive areas, regularly reviewing and refreshing financial plans, and conducting mental...

In 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...

In this video, we dive into the “January Barometer,” a market indicator that suggests if the S&P 500 has a positive January, the market is likely to finish the year with gains. After the S&P 500 started 2025 strong with a 2.7% gain in January, we took a closer look at how this trend has played out historically. Key takeaways: - The S&P 500 has had a positive January 54% of the time sin...

We share the following key insights in this 4 minute podcast on gifting to your loved ones. Please enjoy and forward to a friend! 📜 Understanding the Annual Gift Exclusion 🎓 Tax Advantages of 529 Plans 🩺 Direct Payments for Education and Medical Expenses 🌱 Empowering the Next Generation with Roth IRAs 🔒 The Role of Irrevocable Trusts 📈 Maximizing Your Lifetime Gift and Estate Tax Exemption...

In our Building Value podcast series, we review any and all topics to better help business owners make better decisions, become more informed on topics they have less time for, and build true enterprise value as they work towards their eventual exit. To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/ This Podcast is for informational purposes only...

At Presilium Private Wealth we believe that successful investing is built on a foundation of discipline, long-term vision, and personalized strategies. In this podcast, we share the core investment philosophy that guides our approach to wealth management and helps our clients achieve their financial goals. 📌 What You’ll Learn in This Podcast: ✅ Our fundamental investment belief and strategy ✅ H...

We compare 2 investment strategies over the past 25 years in our latest Podcast: Invest in the best performing asset class from the prior year vs. Invest in the worst performing asset class from the prior year The results may help you to decide how to make investments going forward! To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com . This Podcast i...

Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month. To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/ This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of...

Achieving steady returns can significantly improve your long-term financial success. In this podcast, we look at how a portfolio with steady returns can outperform a more volatile one, even with a lower average return! To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com . This Podcast is for informational purposes only and does not constitute an offe...

Are you worried about making a significant investment right before a crisis or market downturn? We looked back at 7 of the biggest crises n the past 100 years to see how these investments would have performed over a 5 and 10 year period. The results may surprise you! To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com . This Podcast is for informatio...

In our Building Value podcast series, we review any and all topics to better help business owners make better decisions, become more informed on topics they have less time for, and build true enterprise value as they work towards their eventual exit. To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/ This podcast is for informational purposes only...

In our latest market outlook podcast, we studied historical trends to address three key questions as we enter 2025: 1. How does the market typically perform following two exceptional years? 2. Should we remain diversified after the remarkable performance of the S&P 500? 3. Are we prepared to navigate a potential market decline in 2025? Please enjoy and forward to a friend! To learn more or sch...

In this podcast, we look back through history to see how the market has performed during a wide variety of political environments. To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com . This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product...

Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month. To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/ This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of...

At Presilium, we love uncovering historical insights to anticipate market trends and navigate the future with confidence. In this video, we revisit our 2024 Financial Planning Fridays series to explore how historical patterns guided our optimism and empowered us to deliver exceptional outcomes for our clients throughout the year. To learn more or schedule time with us today, please visit our websi...

We all love looking for sales when holiday shopping. The market occasionally also gives us an opportunity to make investments at a deep discount. We discuss how these "sales" can help us to reach our long-term goals in this podcast! To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com . This Podcast is for informational purposes only and does not cons...

Converting your IRA to a Roth IRA can save you an enormous amount of taxes during your lifetime. We discuss who may be an ideal candidate for a Roth Conversion and walk through an example of the possible benefits. To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com . This Podcast is for informational purposes only and does not constitute an offer to...

In the Building Value video series, we review any and all topics to better help business owners make better decisions, become more informed on topics they have less time for, and build true enterprise value as they work towards their eventual exit. To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/ This Video is for informational purposes only and...

We discuss the benefits of using a Donor Advised Fund to more effectively support your favorite charities in this podcast. To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com . This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or serv...

We have had plenty of reasons to not stay invested in stock over the past 23 years. However, acting on them and selling your long-term stock investments would have likely been a mistake. Please watch our latest podcast to see just how much this may have cost you! To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com . This Podcast is for informational...

Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month. To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/ This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of...

Happy Thanksgiving! We are grateful for the strong relationships we have with our clients and another great year with them! To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com . This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or ser...