In this episode, we are discusses how we empower clients with real-time access to investments and detailed performance reports. By leveraging Fidelity for account management and Black Diamond software for comprehensive, visually appealing reports, Presilium ensures that clients have a clear understanding of their investments, helping guide discussions around long-term financial goals.

Key Takeaways:

Real-Time Access: Clients can monitor their investments in real-time through Fidelity’s website and app, along with detailed monthly statements.

Comprehensive Reporting: Black Diamond software is used to generate visually clear reports, showcasing investment allocation and performance over time.

Historical Data: Detailed reports include performance data by year, showing returns, unrealized gains, and the evolution of each investment position.

Informed Decisions: These reports provide clients with the clarity and confidence needed to have meaningful discussions about long-term investment strategies.

Tune in to learn how detailed reporting can set the stage for your future investment success!

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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.

What if the key to a better business… was making everyone step away from it?

In this month’s episode of Building Value, we’re diving into a bold, transformational idea: the forced sabbatical. Presilium Private Wealth has implemented a policy that requires every team member to completely unplug—no emails, no phones, no work—for two full weeks.

At first, the reaction was predictable: hesitation, concern, even fear. But that discomfort is exactly the point.

Brook Hart explains how this approach isn’t just about burnout prevention or encouraging vacations. It’s a deliberate move to:

Reveal hidden bottlenecks and over-reliance on individuals

Strengthen internal systems and team collaboration

Encourage rest, reflection, and big-picture thinking

Ultimately create a better client experience

You’ll learn how to design your own sabbatical system, what pitfalls to expect (and how to prepare for them), and why this strategy leads to a win–win–win: for your team, your business, and your clients.

Listen now to learn how time away can build lasting value.

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This show 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, Jerry Davidse of Presilium Private Wealth breaks down the historical investment strategy of "Sell in May and Go Away." He discusses how stocks have historically performed better from November through April, compared to the summer months. Jerry shares a compelling example to highlight the difference and stresses that long-term investment is the key to growing wealth.

Key Takeaways:

Historical Performance: Stocks have generally performed better from November to April than May to October, according to data since 1993.

Investment Example: A $100 investment during May to October grows to $271, while from November to April, it grows to $831. If invested year-round, it would reach $2,200.

Long-Term Investment Focus: Despite weaker summer returns, long-term investment is the best way to grow wealth over time.

Disciplined Approach: Presilium advocates for long-term ownership, emphasizing a disciplined investment strategy for achieving financial goals.

Join Jerry for insights into the importance of disciplined, long-term investing!

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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 discusses Presilium's disciplined and simple approach to investing, designed to achieve long-term financial goals. By focusing on low-cost, tax-efficient ETFs and global diversification, their strategy helps manage risk while maximizing opportunities for growth. With 24 years of experience, this approach has delivered consistent results for clients.

Key Takeaways:

Simple & Disciplined Approach: The investment strategy focuses on simplicity and discipline to stay aligned with long-term goals.

Low-Cost, Tax-Efficient ETFs: ETFs provide broad market exposure with low costs and high liquidity, ensuring easy rebalancing.

Global Diversification: Investing in global ETFs helps reduce risk and increases opportunities for growth.

High-Yield Cash Management: Idle funds are placed in high-yield money markets, earning more than traditional savings accounts.

Disciplined Rebalancing: Rebalancing occurs when the market moves by 5%, ensuring the portfolio stays on track and removing emotional decision-making.

Proven Success: With 24 years of refinement, this strategy has delivered strong, consistent results for clients.

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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 The Big Question, Brook Hart, President of Presilium Private Wealth, talks about the firm’s approach to building strong, lasting client relationships. They focus on working with clients who share their investment philosophy and value comprehensive financial planning over individual stock picks. Brook also explains that Presilium seeks clients with more complex financial situations, as they offer disciplined strategies tailored to each individual.

Takeaway action items for listeners:

• If you're considering working with Presilium, it all starts with a conversation. Reach out and see if you’re aligned.
• Even if you’re not a perfect fit right now, don't hesitate to ask for guidance. The team is here to help, and they’re always open to serving as a resource.
• Know someone who might benefit from Presilium's approach? Make an introduction via email.

If you're looking for quick returns or a simpler financial plan, this firm might not be the right fit—but if you're after a thoughtful, long-term strategy, they might just be the perfect match.

In this week’s episode, Jerry Davidse explores the emotional side of investing—how our fear of market crashes is often far worse in our minds than in reality.

Drawing inspiration from Mark Twain’s famous quote and decades of market data, Jerry shows that while market downturns are real, they’re also temporary—and almost always followed by massive gains.

💡 What You'll Learn in This Episode:

• Why fear of investing is often exaggerated
• How much worse the fear of a crash is than the reality
• The average size of bull vs. bear markets since 1950
• Why missing the next big gain is the real risk
• How staying invested through fear leads to long-term success

Welcome to episode 142 of Financial Planning Friday. This week, we’re talking about how high levels of fear in the financial markets, measured by the volatility index (VIX), often lead to above-average investment returns over the next six months. When the VIX exceeds 26, average returns tend to be higher than usual. If it goes above 33.5, stocks have historically seen an average return of 12.7%. Right now, as of April 8, 2025, the VIX sits at about 46, signaling significant market anxiety. Despite this, history suggests that strong market performance could be on the horizon.

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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.

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.