Recent Articles

2017 Mid-Year Update

If you wish to be added to the distribution list of the Precedent Asset Management quarterly update, please complete the form below. Once you submit the form, you will receive a link to the most recent letter. You will receive all future letters as well and we'll gladly remove you from the list anytime. The letter...
Read more

Cash as an Investment

One of the more challenging aspects of our asset allocation decisions -- and also the most exciting and rewarding long-term -- is the inclusion of cash and short-term treasuries as a key component of our current investment strategy. There are very few activities that are capable of building wealth more rapidly than having cash available to...
Read more

Trend Reversal?

In recent years, the monetary easing policy has suppressed interest rates and increased the money supply in an effort to promote increased lending and liquidity. What it has effectively done though is encourage passive investors to speculatively seek yield in overvalued securities by giving them the illusion that this bull market will continue forever. Following the...
Read more

Receive Tax Breaks by Gifting Appreciated Securities

Supporting a favorite charity with your time and treasure is a noble deed. Your gifts to worthwhile organizations support the work underway that makes the world a better place for everyone. So give. Give generously. But know that all giving is not treated equally. Before opening your wallet, scan your investment accounts for any long-term...
Read more