By Kenneth Klabunde on August 27, 2021
Precedent Financial Strategies is proud to announce its continued compliance with the CFA Institute Asset Manager Code. Aligned with Precedent’s values, the Asset Manager Code clearly outlines the ethical and professional responsibilities of firms that manage assets on behalf of clients.
By Kenneth Klabunde on October 21, 2013
There are two ways to add fixed income to a portfolio: direct purchases of individual bonds, or the purchase of bond funds. We have a solid preference for owning individual bonds.
By Kenneth Klabunde on March 12, 2021
To build and preserve wealth requires an understanding of the risks we face, patience while we explore strategies, and awareness of how to mitigate the risks and take advantage of the opportunities.
By Kenneth Klabunde on March 15, 2019
Wealth is what happens when you live the life you want with the resources you have. Financial Planning is how you get there.
By Kenneth Klabunde on December 6, 2019
Sometimes little kids ask better questions than we do. So ask “why”, then ask it again, and again, and again. At the end of the question, I think you’ll find the life you want to build and the resources you need to build it.
By Kenneth Klabunde on July 24, 2020
Is the divorce process the right time to learn line-item budgeting? Or is there a better starting point? Re-framing the spending plan to empower financial success.