Episoder
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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 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 SEC’s website at www.adviserinfo.sec.gov.
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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 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 SEC’s website at www.adviserinfo.sec.gov.
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Mangler du episoder?
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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 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 SEC’s website at www.adviserinfo.sec.gov.
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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 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 SEC’s website at www.adviserinfo.sec.gov.
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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 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 SEC’s 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 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 SEC’s website at www.adviserinfo.sec.gov.
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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 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 SEC’s website at www.adviserinfo.sec.gov.
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Most people would say that they hold stocks and bonds in their portfolio but this is not the whole story!
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 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 SEC’s website at www.adviserinfo.sec.gov.
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In the 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 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 SEC’s website at www.adviserinfo.sec.gov.
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Protecting yourself against cyber crime is now more important than ever before. This podcast covers 3 steps that you can take today to better protect yourself and your family.
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 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 SEC’s website at www.adviserinfo.sec.gov.
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This current bull market just turned 2 years old. We share how previous bull markets have performed and how long they have lasted after passing the 2 year mark.
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 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 SEC’s 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 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 SEC’s website at www.adviserinfo.sec.gov.
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One of the most important decisions you will ever make in your financial life is determining what mix of stocks and bonds to hold in your portfolio. This mix will likely be the major component of your long-term return and the amount of volatility you experience. We share one of the ways that we help our clients make this critical decision in our latest 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 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 SEC’s website at www.adviserinfo.sec.gov.
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We have had the priviledge of our clients introducing us to many of their family, colleagues, and friends over this past year. In this podcast, we discuss the top 3 ways that we have helped them to better reach their financial goals!
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 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 SEC’s website at www.adviserinfo.sec.gov.
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In the 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/
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 SEC’s website at www.adviserinfo.sec.gov.
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We share the benefits of having a disciplined investment strategy that aligns with your financial plan and includes regular rebalancing.
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 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 SEC’s website at www.adviserinfo.sec.gov.
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Do you hold company stock inside of your 401k?
You may be able to save a significant amount in taxes by taking advantage of "Net Unrealized Appreciation" or NUA. We share how this strategy works in this video.
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 SEC’s website at www.adviserinfo.sec.gov.
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We share how you can stress test your investment portfolio to ensure that you will feel comfortable holding it during times of increased volatility or severe market declines.
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 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 SEC’s website at www.adviserinfo.sec.gov.
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To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/
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 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 SEC’s website at www.adviserinfo.sec.gov.
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We share how you can minimize the income taxes your beneficiaries will have to pay on their inheritance.
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 SEC’s website at www.adviserinfo.sec.gov.
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