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Presilium Private Wealth

Presilium Private Wealth

De: Jerry Davidse
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A podcast from Presilium Private Wealth with a variety of interesting strategies to improve your family's long-term financial plan.Jerry Davidse 2022 Economía Finanzas Personales
Episodios
  • An Important Update from Jerry Davidse
    May 13 2025

    An important health update from Jerry Davidse, CEO of Presilium Private Wealth.

    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.

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    1 m
  • FPF 141 - Not So Average Returns
    May 13 2025

    In this week’s episode, Jerry Davidse explains a surprising truth: while the average annual return of the S&P 500 is around 11%, most years look nothing like the average.

    Jerry uses a powerful chart covering returns from 1950 through 2024 to show how volatile, unpredictable—and ultimately rewarding—the stock market can be. If you’ve ever wondered why your portfolio never seems to match those “average” numbers year-to-year, this episode clears it up.

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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.

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    2 m
  • Building Value: The Hiring Trap - Why Headcount Isn't Always the Solution
    May 13 2025

    Thinking of hiring more staff to solve your business challenges? Think again! In this month's Building Value episode, learn why simply adding headcount isn't the solution to improving efficiency, revenue, or productivity.

    Key Insights:

    Why hiring isn't always the answer to business problems

    How to review your processes for maximum efficiency

    Strategies for ensuring you have the right team in place

    Focusing on tasks that truly drive profitability

    Learn how to critically assess your business operations and make smarter decisions that boost your bottom line. Don't miss this essential advice for entrepreneurs and business owners!

    #BusinessGrowth #Entrepreneurship #BusinessStrategy #Productivity

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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.

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    3 m
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