Category Archives: Firm News

Thoughts on the Fiduciary Ruling by the Department of Labor

Earlier this year the long-anticipated “Fiduciary Rule” was issued by the Department of Labor (DOL), greatly expanding the requirements on financial advisers to ensure the public is being properly served rather than being sold products. I have been advocating for the Securities and Exchange Commission and/or DOL to require that all advisers be obligated to...
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Introducing Patrick

I’d like to take a moment introduce you to Patrick Daniels and welcome him to Precedent Asset Management. Patrick is joining Precedent Asset Management as our Financial Planning Analyst, and will be working directly with me to ensure that the financial planning needs of clients continue to be proactively met as the firm grows. Patrick is highly involved in...
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Introducing Stacy

I'd like to take a moment introduce you to Stacy Antrobus and welcome her to Precedent Asset Management. Stacy joined Precedent Asset Management as our Practice Manager earlier this year, and has spent the last several months studying our processes and services, and has already made significant improvements in how we serve clients. In recent weeks,...
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Social Security Integration

At the July 13th, 2015 White House Conference on Aging, the Social Security Administration announced they will begin providing individuals with an easily transferrable data file containing the information needed to help you know how much to expect in Social Security retirement benefits each month. As we continue to enhance the Financial Independence analysis prepared for...
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