This year has been really painful for both aggressive and conservative investors alike as really once-in-a-generation levels of inflation have finally pulled us out of more than a decade of artificially low-interest rates and that carnage has been felt by all. Now, a...
Believe it or not, inflation might actually be higher than you think it is. The Bureau of Labor Statistics (BLS) recently reported an 8.3% increase in its benchmark inflation rate, known as CPI, or Consumer Price Index. ...
ProVise Names Ebbert CEO, Brethauer President and O’Hara Exec VP CLEARWATER, Fla. – December 31, 2021 –Today, ProVise Management Group named Eric Ebbert, CFP®, MBA as CEO, effective immediately, replacing Ray Ferrara, CFP® who is the founder. Ferrara will...
The process of actually planning to retire is not easy, but going into retirement with no formal written plan or quasi-plan makes the golden years a lot more complicated and unpredictable. It can all be a bit overwhelming, both financially and emotionally. For 40-50...
Daniel Mannix, CFA® and Ray Ferrara, CFP® hosted a complimentary webinar to explain ESG investing and how ProVise is addressing this emerging and important...
Retirement Planning Assumptions and Myths Whenever one plans for the future, it is often based on myths that one has heard from others that are taken as fact and/or assumptions that they have made. The only assumption that is guaranteed to come true is – none...
Your retirement strategy is very personal, and it is not healthy to compare yourself against others as a form of competition or giving yourself a standard. However, knowing the average 401(k) balance for people in your age group can help you get a feeling for how you...
ProVise Management Group Ranked Among Top Local Investment Firms New Tampa Bay Business Journal list lands ProVise at No. 5 in ranking by AUM CLEARWATER, Fla. – June 15, 2020 – ProVise Management Group, a Clearwater-headquartered financial planning and...
Wondering when to begin retirement planning? The simple answer is as soon as you can, but the optimal age would be in your 20s or whenever you start making a paycheck. Because retirement funds are compounding, the longer you leave the funds in your retirement account,...
The rapid spread of COVID-19 and the need for social distancing and self-isolation across the globe has taken a drastic toll on the economy. The stock markets are hitting single-day lows, unemployment rates are hitting all-time highs, and people are left wondering if...
During a time of international crisis, like with the COVID-19 pandemic, the stock market is wildly unpredictable. In a matter of days, we’ve seen the DOW Jones hit all-time single-day drops and then crawl back upward. S&P 500 and Nasdaq have also plunged and...
Navigating the complexities of student loan repayment requires a strategic approach, especially for medical school graduates who often face substantial debt. It’s common for physicians to graduate from medical school with hundreds of thousands of dollars in debt. This...
WE WANT TO HEAR FROM YOU We value your feedback! Help us improve your Perspective$ experience by sharing your thoughts in our brief survey. Your input will shape future editions and ensure we deliver content that resonates with you. Thanks in advance for your time....
The longer we live, the longer we are expected to live. At age 70 a male life expectancy is 15.4 years, or age 85.4 according to Social Security. But live five more years and life expectancy is 11.4, or age 86.4. According to statista.com, there were 92,000 people age...
Presidential elections tend to heighten uncertainty in the markets, and we’re hearing from clients looking for advice on navigating the prospect of a Trump-Biden rematch and a second term for whoever emerges victorious in November. The allure of altering investment...
This webinar aims to provide valuable insights that empower your decisions regarding your child’s educational future. From the early stages of your child’s educational journey to the challenges of financing higher education, we’ll explore the various...
WE WANT TO HEAR FROM YOU We value your feedback! Help us improve your Perspective$ experience by sharing your thoughts in our brief survey. Your input will shape future editions and ensure we deliver content that resonates with you. Thanks in advance for your time....
HOW HIGH CAN THE U.S. DEBT GO? We only have about eight months left before we elect a president, all members of the House, and one-third of the Senate to terms of, 2 and 6 years, respectively. One of the biggest issues facing our country is what to do about our annual...
TAX TIME AND THOSE RED FLAGS As you prepare your 2023 taxes, you may be wondering what the IRS is watching carefully for potential audits, especially on those with high incomes. Given the extra funding provided by Congress, the IRS is hiring more examiners. While not...
You have been married for 30 years, your kids have flown the nest, and retirement is on the horizon. Life is unfolding as planned until, unexpectedly, divorce papers land on your table. In your late fifties, you find yourself wondering, “Now what?” According to...
TAX SEASON IS BACK Monday, January 29th was the first day you could file your 2023 tax return. While you must make many decisions as you file your taxes, one of the biggest questions is “When do you file?” It is best to do your taxes as early as possible, but not all...
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