Insights

ProVise Bullets

July 14, 2017

Having a good credit score is important when borrowing money to buy a new car, purchasing a home, or just about any other reason that you want the bank to lend you money. Credit scores from FICO and VantageScore range from 300 to 850 with higher being better. Anyone over…

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ProVise Bullets

June 30, 2017

The second quarter came to a close with the S&P 500 up almost 3% for the quarter and more than 9% for the year, while the Russell 2000 was up 2.5% in the 2nd quarter and 5% for the year. International equities performed best with quarterly results of almost 7%…

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ProVise Bullets

June 15, 2017

The Fed did what they said they would do and raised short term rates 0.25% for the third time in six months. They signaled that they still expect to raise one more time this year, but our guess is it might be later rather than sooner. Why? Because inflation is…

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ProVise Bullets

May 31, 2017

On June 13-14 the Federal Reserve Board will meet and it is widely expected that the Fed will raise rates once again. The two themes playing out here are economic and political. On the economic front, there is every reason for the Fed to raise rates. Jobs are still being…

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Provise Bullets

May 15, 2017

The first quarter GDP results came in at a disappointing 0.7% gain. If you listened to the press, they did everything they could to make the Trump administration look bad as a result. When it comes to economics, we are only interested in the facts, not the fake news. The…

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ProVise Bullets

April 28, 2017

Stock tips from taxi drivers have long been an indicator that the equity markets are nearing a peak. Don’t worry, taxi drivers are not there yet. However, that doesn’t keep bad people from trying to lure investors via the internet with stock tips and many seem to be falling for…

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ProVise Bullets

April 14, 2017

Rising interest rates will have effects on the economy; some subtle, some not. Over the past few years investors, both corporate and individual, have been using leverage. At the corporate level, some companies have borrowed money not for expansion purposes, but to buy back company stock. By some accounts, S&P…

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ESTATE PLANNING ISN’T JUST FOR THE WEALTHY

April 5, 2017

Although it is entirely possible by the end of the summer that President Trump and the Republican Congress will have passed tax reform, including the elimination of estate taxes, it doesn’t mean that you shouldn’t have an estate plan in place.  Here are some things to consider for even the…

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ProVise Bullets

March 31, 2017

I QUIT!!!!! Yes, more people are quitting their jobs than have done so in the last 16 years. In January 3.2 million told their bosses that they were "outta here". Many did so because they found new jobs at higher pay, but others are quitting because they are confident that…

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ProVise Bullets – March 15, 2017

March 15, 2017

We are very pleased to inform you that ProVise Management Group, LLC was once again recognized by Barron’s as one of the Top 1,200 Advisors nationally.  We are one of only six in the Tampa Bay Area and the only one in the greater Clearwater area.  As always, we want…

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