Insights

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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ProVise Bullets – February 28, 2017

February 28, 2017

Just how many American households have at least $1 million of investable assets?   Approximately 5.5% or 6.8 million households as of the second quarter of 2016, according to the Phoenix Marketing International’s Wealth and Affluent Monitor.  Just where do most of these families live?  Here is a list of the…

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ProVise Bullets – February 15, 2017

February 15, 2017

The first few days of February were generally kind to investors.  First, the Federal Reserve Board met and reported what most expected – no rate hike.  They expressed some confidence in the economy but noted that inflation had still not met their target.  We find that a bit curious as…

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Financial planning mistakes to avoid in 2017

6 Financial Planning Mistakes to Avoid in 2017

February 6, 2017

2017 could be a year of heightened volatility. There’s growing uncertainty in Europe, with Brexit, as well as the possibility that other nations might leave the European Union. The US is divided after a bitter election. With much uncertainty, it’s more important than ever in 2017 to ensure that you’re planning…

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ProVise Bullets – January 31, 2017

January 31, 2017

Ah, it feels good, doesn't it?  Come on – admit it.  Wow!  The Dow Jones Industrial Average hit 20,000 last Wednesday after teasing investors for weeks.  While this nice round number might feel good as it brings a euphoric attitude to investors, in reality it is just a number not…

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