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Better To Give

Better To Give

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...

Three factors that play a role in determining your ESG score

Three factors that play a role in determining your ESG score

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...

ProVise sponsors Clearwater Marine Aquarium event

ProVise sponsors Clearwater Marine Aquarium event

Clearwater Marine Aquarium's incoming Chairman of the Board Chair and ProVise Director of Finacial Planning Paul H. Auslander, CFP® is passionate about rehabilitating and rescuing marine animals. ProVise Management Group was proud to sponsor Clearwater Marine...

Why you should use cash when charitable giving in 2020

Why you should use cash when charitable giving in 2020

Charitable giving is beneficial for everybody. Not only does giving benefit the recipient, but it benefits the giver who can receive a tax deduction. Not to mention the psychological benefits of giving as well. Charitable giving in 2020 may raise some question marks...