Did you know that National Philanthropy Day is just around the corner? This nationally recognized day of philanthropy and charitable giving occurs every November 15. Its purpose is to bring donors together to make lasting contributions to worldwide charities and...
Hurricane Ian poses a threat to the coastal areas all along the west coast of Florida and requires that timely precautions are made. ProVise Management Group is taking every precaution necessary to ensure our clients are served well and all their immediate needs are...
By now, it is well known that investors, especially millennial investors, have significant interest in investing in companies that reflect their care about environmental, social and governance (ESG) issues. Whether you are a millennial or not, this is important to pay...
The end of 2020 is just around the corner (a statement that many are happy to hear), and that means it is time to consider giving to charity, if you have not already been doing so. Giving to charitable organizations is not only a good practice for making the world a...
Charitable Giving This Holiday Season As we approach the holiday season and the end of the year, our thoughts turn to gifts for family and friends, and maybe they are asking you for a list of gift-giving ideas too. So, here are a few thoughts on financial...
Environmental, social and governance (ESG). These are the criteria that set the standards for a company that investors can use to screen for how ethical, environmentally friendly a company operates. It is important for companies that want investors to consider...
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