Insights

ProVise Bullets – March 15, 2017

March 14, 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…

Read More

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…

Read More

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…

Read More
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…

Read More

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…

Read More

9 Expert Financial Planning Tips For 2017

January 29, 2017

1. Invest For the Future. Saving and investing are important keys to financial success and freedom. It is risky and unwise to depend on a single source of income and growth. 2017 is the year to make several investments in order to help create multiple sources of income and growth…

Read More

ProVise Bullets – January 13, 2017

January 13, 2017

Now that the holidays are behind us, many high school seniors will be anxiously looking towards acceptance into college next year.  Many students today finish college with debt, given the high cost of a college education.  The best way to pay off the debt is to have a good paying…

Read More

ProVise Bullets – January 03, 2017

January 3, 2017

Happy New Year and welcome to 2017.  What a strange year 2016 was in so many ways.  Some predicted that we would have four interest rate increases (we said two), but we only had one.  Some predicted that the economy would grow at 2.5% (we said 2.0–2.25%), but it will…

Read More

ProVise Bullets – December 15, 2016

December 15, 2016

As expected, the Federal Reserve raised interest rates by 0.25% yesterday for the first time in 12 months.  The major stock indexes responded with a downturn, in spite of expectations.  What may have spooked the markets is the anticipation of three rate hikes in 2017 based on the Fed statement. …

Read More

ProVise Bullets – November 30, 2016

November 30, 2016

President-Elect Trump has started to back away from some of his campaign rhetoric and it has not made some of his supporters any too happy.  Frankly, this is a good sign, in our opinion, as he needs to find ways to heal the country following the nasty election we have…

Read More