Watch as Eric Ebbert, CEO, and Daniel Mannix, Senior Portfolio Manager of ProVise Management Group, host our Q2 market update webinar. This webinar includes: Market Analysis: A review of recent market events Future Outlook: Exploration of what lies ahead for investors...
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...
Many people think that couples should only make joint long-term financial decisions once they are legally married, but that is untrue. If two people are in a relationship and plan on having a future together, including cohabitation, then estate planning is a wise...
TAX SEASON IS OVER… FOR MOST OF US The last day for tax returns is typically April 15th, but because it fell on a Saturday this year, it was postponed to Monday, April 17th. However, that was Patriot’s Day which is celebrated on the third Monday in April and is the...
Becoming parents for the first time is one of life’s biggest milestones, but it can be overwhelming. On top of the knowledge you need to know about caring for your child, there is plenty of financial information that you need to learn about as well. As a new parent,...
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