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 March 26, 2021
I fully anticipate the approval of a U.S.-based Bitcoin ETF, and more options to directly hold and report Bitcoin within financial accounts. Until then, it remains an incredibly easy asset class to access directly for those with the inclination to do so.
By Kenneth Klabunde on September 11, 2020
Since 2015, we’ve bought it, sold it, transferred it, reported it on tax forms, and explored what this monetary technology is and how it works.
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.