Insights

ProVise Bullets

November 15, 2017

No sooner did we send a special Bullet last week than the Senate disclosed their version of tax reform. Here is a breakdown of some of the salient differences between the two plans: 1) While the House version reduces the number of tax brackets to four, the Senate version keeps…

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ProVise Bullets on the Tax Cuts and Jobs Act

November 10, 2017

TAX CUTS AND JOB ACT – How does it affect individuals? In the early part of November, the US House of Representatives finally unveiled its proposed tax reform bill known as the Tax Cuts and Job Act (“TCJA”) after several delays that involved last minute "adjustments", a/k/a deals, which were…

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ProVise Bullets

October 31, 2017

The good news is that the Social Security Administration announced that monthly benefits will increase by 2% starting in January 2018 which works out to an average increase of about $25 per month. While that might not sound like much, it is better than the zero increase in 2016 and/or…

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ProVise Bullets

October 13, 2017

On October 9th the bull market reached another milestone stretching now to 103 months. This makes it the second longest bull market for the S&P 500 since 1950, eclipsed only by the 113½ month bull of the 1990s which lasted until March 2000. If the current bull makes it to…

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ProVise Bullets

September 29, 2017

In a surprise move, the President made a deal with the Democrats to raise the debt ceiling for another three months. The debt ceiling history dates back to 1917 during World War I when Congress wanted to issue bonds to help fund the war. There is a quiet conversation going…

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ProVise Bullets

September 15, 2017

First there was Harvey bringing devastation mostly in the form of flooding and then there was Irma, the largest Atlantic hurricane in history, whose devastation came primarily in the form of winds. We are very concerned about everyone affected, especially our clients and friends. ProVise took all reasonable precautions to…

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ProVise Bullets

August 31, 2017

We express our deepest sympathies for the millions of people in Texas and Louisiana affected by Hurricane Harvey. Our thoughts and prayers are with all of those who have personally been impacted by this devastating storm or have family and friends in the area. Please know that we are here…

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ProVise Bullets

August 15, 2017

Oh, thank goodness. Congress and much of official Washington have been on vacation most of this month and will continue to stay away from the Capitol until after Labor Day. It has been a crazy year so far and the craziness is likely to continue when they return as they…

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ProVise Bullets

July 31, 2017

The Federal Reserve Board concluded the July meeting last week and, as expected, left interest rates alone for now. By the time they meet in September most companies will have reported earnings for the 2nd quarter and if those earnings continue to outperform and drive the markets much higher it…

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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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