Presilium Private Wealth

In this heartfelt episode, Jerry Davidse shares his personal experience of writing a last letter to his loved ones before undergoing significant surgery. Inspired by his father's tradition of writing monthly letters, Jerry discusses the importance of expressing love, sharing values, and providing practical information for those we care about. He also introduces a helpful template to guide listeners in crafting their own meaningful letters.

Key Points:

The emotional and practical aspects of writing a last letter.

Jerry's personal story and family tradition.

The significance of sharing values and practical details.

Introduction of a fill-in-the-blank template for listeners.

#LastLetter #FamilyLegacy #PersonalGrowth

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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.

This week Jerry explores the strategies investors can use to navigate market downturns. Discover the three critical choices that can impact long-term performance: selling, holding, or buying more stocks. Learn why buying during a downturn can be a powerful strategy and how Presilium prepares clients for market fluctuations.

#MarketDownturn #InvestmentStrategy #FinancialPlanning

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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.

Join Jerry this week as he breaks down the first half of 2025's market performance. In this must-watch video, we'll explore:

🔹 How stocks are performing against historical trends

🔹 The power of diversification in uncertain markets

🔹 Turning market volatility into investment opportunities

🔹 Key insights from our midyear market review

Whether you're an experienced investor or just starting out, this episode provides crucial strategies to stay disciplined and focused on your long-term financial goals. Learn how to transform market challenges into potential wins!

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This episode 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.

In this month’s video, we tackle a common but important question: Why should you work with a CFP®?

We break down what it takes to become a Certified Financial Planner®—from education and experience requirements to the ethical standards that set them apart. More importantly, we explain what this means for you as a client, including the increased likelihood that your advisor is: ✅ Competent ✅ Committed ✅ Acting in your best interest

When it comes to something as important as your money, making the right choice about who you work with matters.

📩 Questions or want to learn more? Visit https://www.presiliumpw.com/

Thanks for watching—see you next month!

#FinancialPlanning #CFP #PresiliumPrivateWealth #Fiduciary #WealthManagement #RetirementPlanning

One of the most common questions we get is: What’s the best age to start taking Social Security? The answer isn’t the same for everyone—but there are a few key points to understand before you make your decision.

📊 In this video, you’ll learn:

• How claiming at age 62, full retirement age (66–67), or age 70 affects your monthly benefit
• The factors that can influence your decision—like your health, income sources, and life expectancy
• Why waiting longer may significantly boost your retirement income

💡 Key Insight: Claiming Social Security early can reduce your benefit permanently, while waiting can increase it by up to 76%.

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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.

In this episode of Building Value, Brook Hart discusses the importance of setting audacious goals as business owners and introduces the concept of the 12 Week Year, a method that breaks down big goals into manageable segments. He emphasizes the need for regular self-evaluation and course correction, the significance of foresight and planning, and the value of having an accountability partner to stay on track. The conversation provides practical insights for business owners looking to enhance their productivity and achieve their goals effectively.

Takeaways

Every January, business owners set big, audacious goals.

Many business plans end up collecting dust after January.

The 12 Week Year helps break down goals into manageable segments.

Regular review allows for quick course corrections.

Self-evaluation is crucial for understanding progress.

Foresight in planning helps maintain focus and productivity.

Adjusting game plans based on upcoming schedules is essential.

Focusing on a few high-impact goals is more effective.

Accountability partners can help keep you on track.

Reflecting on past performance is key to future success.

Cyberattacks are on the rise, and your financial accounts are a prime target. In this short video, we share three essential cybersecurity steps you can take right now to better protect your financial life.

🔒 What You’ll Learn:

1. Why a password manager is your best defense against compromised accounts
2. How two-factor authentication (2FA) can keep your accounts secure—even if someone has your password
3. The importance of avoiding suspicious links and attachments in emails

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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.

Tune is as Jerry discussed the inevitability of bear markets for long-term investors, noting that the likelihood of experiencing a market drop of 20% or more increases with time: A one-year investment has a 33% chance, while a five-year investment has an 77% chance, and after 15 years, it's certain.

See why our advice is to to plan for these declines rather than avoid them, emphasizing the importance of staying invested, diversified, and focused on long-term goals.

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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.

In today’s video, I’m sharing why your portfolio must keep growing, especially in retirement.

📈 The Reality:

Retirement can last 30+ years, and during that time, everything—from groceries to healthcare—will get more expensive due to inflation. Did you know the price of a postage stamp has more than doubled in the last 30 years? That’s inflation at work.

💰 The Solution:

If your money isn’t growing, it’s losing value. Investing in the stock market can help your wealth outpace inflation. $10 invested in stocks since 1983 would now be worth almost $900—a huge difference!

At Presilium, we build portfolios that grow with you, keeping you ahead of inflation and securing your future.

👉 Subscribe for more tips on protecting your financial future!

#RetirementPlanning #Inflation #InvestmentStrategy #FinancialFuture #WealthBuilding #financialconfidence

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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.

Welcome to this month's edition of The Big Question. Every day, we face decisions—some big, some small. But once in a while, we’re faced with decisions that can change the course of our lives—like accepting a new job, buying a home, or retiring early.

This month’s big question is: What happens if I do X?

What happens if I take that new job?

What happens if we buy that new house?

What happens if I retire early?

At Presilium, we always start with the same answer: Let’s review your financial plan.

Your financial plan isn’t a dusty document sitting in a drawer. It’s a living, breathing guide—one that should be updated regularly. We understand it’s an abstraction of reality and that it can change overnight. But, in that moment, it’s vital. It gives you clarity, guidance, and peace of mind—all the information you need to make informed decisions.

A financial plan is where we start with every client relationship, every investment decision, and every asset allocation choice.

If you don’t have a plan—or yours hasn’t been updated recently—now is the time. Get an updated plan in place so you can move forward with confidence, knowing where you are, where you're going, and how best to get there.

Thanks for joining me, everyone. See you next month!

#FinancialPlanning #BigDecisions #PresiliumPodcast #PeaceOfMind #RetirementPlanning #InvestmentDecisions

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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.