Presilium Private Wealth

In 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...

The social security trust fund is expected to run out of funds in the next decade. What will this mean for the future of social security? 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...

Many investors are so worried about investment volatility that they sacrifice their long-term returns. In this video, we discuss the benefits of embracing volatility instead. 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. 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...

In this video, we share the top 3 planning strategies that we use at Presilium to save taxes for our clients. 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...

In this episode, we dive into the historical performance of the S&P 500 over the past 150 years. We examine the range of returns, highlighting how rare significant down years are, and emphasize the importance of maintaining a long-term investment perspective. This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any s...

We review a few of the key events over the past 55 years that caused temporary market declines. 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 particula...

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

In this video, Brian shares a retirement planning technique that allows us to give funds directly from a retirement account to our favorite charities, all while saving income taxes and satisfying annual RMD requirements. 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....

Do you have a young person in your life who you would like to give a head start? In this video, we look at how your gift today can compound to help them to reach a variety of life milestones. 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...

Tune in as Brook answers the BIG Question that Presilium has been hearing from our clients this month. And for those interested, schedule time to talk with Brook today! https://calendly.com/brook-ppw/introd ... 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 conten...

We review why many people don't earn anywhere near their actual "lifetime return" and how they may be able to improve on it going forward. 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 b...

The Global Financial Crisis was the largest stock market decline since the Great Depression. We reviewed a few key historical facts from this time to help us prepare for the next temporary market decline. 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 t...

We looked at how the market has performed during the average presidential election year since 1926. The results may surprise you! 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...

What would happen if the funds we contribute to the social security program were instead invested in the S&P 500? We discuss how this may look for someone who has worked for the past 40 years and the impact it may have on their retirement income. 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 in...

We need to keep most of our investments in stock over the long-term in order to grow our wealth and stay ahead of inflation. Investments held in bonds and cash have had a negative real return over the past 5, 10, 15, and 20 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...

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...

In order to get the full return of a bull market, you must often endure many temporary declines along the way. i look at all of the temporary declines we faced during the last 3 bull markets in our latest 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 conte...

Jerry 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 par...

I describe our core investment belief that we have successfully used to help our client's reach their financial goals for the past 23 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 for your personal use and shall not...

It is nearly impossible to make sound financial planning and investment decisions if you don't know how your accounts are invested and what the performance has been. We share a few highlights from the custom report that we create for our clients in this 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 secu...

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 market is off to a great start in 2024! We look at how the market has historically performed for the year after outperforming for the first 2 months. 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...

Jerry 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 tr...

March 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...