Presilium Private Wealth

In this video, we dive into the “January Barometer,” a market indicator that suggests if the S&P 500 has a positive January, the market is likely to finish the year with gains. After the S&P 500 started 2025 strong with a 2.7% gain in January, we took a closer look at how this trend has played out historically.

Key takeaways:

- The S&P 500 has had a positive January 54% of the time since 1928.

- When January is positive, the market finishes the year up 87% of the time with an average return of 17.2%.

- In years when January is negative, the market is only positive 57% of the time, with an average return of 5.5%.

- Historical trends suggest reason for optimism in 2025, but we are prepared for market volatility.

🔔 Subscribe to our channel for more insights on investing, financial planning, and wealth management.

💬 Have questions or want to discuss your investment strategy? Please visit our website to schedule time with us today.

https://www.presiliumpw.com.

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.

We share the following key insights in this 4 minute podcast on gifting to your loved ones. Please enjoy and forward to a friend!

📜 Understanding the Annual Gift Exclusion

🎓 Tax Advantages of 529 Plans

🩺 Direct Payments for Education and Medical Expenses

🌱 Empowering the Next Generation with Roth IRAs

🔒 The Role of Irrevocable Trusts

📈 Maximizing Your Lifetime Gift and Estate Tax Exemption

🔔 Subscribe to our channel for more insights on investing, financial planning, and wealth management.

💬 Have questions or want to discuss your investment strategy? Please visit our website to schedule time with us today.

https://www.presiliumpw.com.

This Podcast 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 Podcast 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 Podcast 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 our Building Value podcast series, we review any and all topics to better help business owners make better decisions, become more informed on topics they have less time for, and build true enterprise value as they work towards their eventual exit.

To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/

This Podcast 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 Podcast 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 Podcast 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.

At Presilium Private Wealth we believe that successful investing is built on a foundation of discipline, long-term vision, and personalized strategies. In this podcast, we share the core investment philosophy that guides our approach to wealth management and helps our clients achieve their financial goals.

📌 What You’ll Learn in This Podcast:

✅ Our fundamental investment belief and strategy

✅ How we help clients build and preserve wealth

✅ The key principles we follow in navigating market cycles

✅ Why a long-term perspective is crucial to financial success

Our team is committed to providing expert guidance and tailored investment solutions to help you grow, protect, and transfer your wealth with confidence.

🔔 Subscribe to our channel for more insights on investing, financial planning, and wealth management.

💬 Have questions or want to discuss your investment strategy? Please visit our website to schedule time with us today.

https://www.presiliumpw.com.

This Podcast 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 Podcast 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 Podcast 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.

We compare 2 investment strategies over the past 25 years in our latest Podcast:

Invest in the best performing asset class from the prior year

vs.

Invest in the worst performing asset class from the prior year

The results may help you to decide how to make investments going forward!

To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com.

This Podcast 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 Podcast 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 Podcast 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 in as Brook answers the BIG Question that Presilium has been hearing from our clients this month.

To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/

This Podcast 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 Podcast 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 Podcast 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.

Achieving steady returns can significantly improve your long-term financial success. In this podcast, we look at how a portfolio with steady returns can outperform a more volatile one, even with a lower average return!

To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com.

This Podcast 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 Podcast 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 Podcast 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.

Are you worried about making a significant investment right before a crisis or market downturn?

We looked back at 7 of the biggest crises n the past 100 years to see how these investments would have performed over a 5 and 10 year period. The results may surprise you!

To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com.

This Podcast 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 Podcast 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 Podcast 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 our Building Value podcast series, we review any and all topics to better help business owners make better decisions, become more informed on topics they have less time for, and build true enterprise value as they work towards their eventual exit.

To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/

This podcast 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 Podcast 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 Podcast 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 our latest market outlook podcast, we studied historical trends to address three key questions as we enter 2025:

1. How does the market typically perform following two exceptional years?

2. Should we remain diversified after the remarkable performance of the S&P 500?

3. Are we prepared to navigate a potential market decline in 2025?

Please enjoy and forward to a friend!

To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com.

This Podcast 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 Podcast 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 Podcast 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.