What is the difference between trading and investing? Hi, my name is Shane O’Hara and I am a Certified Financial Planner™ professional at ProVise Management Group. One of the questions we hear often is, “What is the difference between trading and investing?” People...
Hi, my name is Russ Campbell and I am a Certified Financial Planner™ professional at ProVise Management Group. One of the questions we frequently hear is, “Why do I need to rebalance my portfolio and how often do I need to rebalance?” Choosing the different...
Do you want to make a lot of money so that you can live comfortably while travelling the world? Sounds like a dream that many people have. You want to be rich, right? Or do you want to be wealthy? Is there a difference between being wealthy and being rich? Yes, there...
What is the difference between a book on your Amazon wish list and one that you already own? Most Clearwater, Florida, residents will tell you that the difference is ownership. You physically own the book you’ve already purchased, but you are just planning to own the...
If you are wondering how to manage your money, then you have already taken the first step toward a better financial future. Managing your money might seem complicated or daunting. Breaking it down into approachable categories can help simplify the process. Get...
Wealth management is a comprehensive financial service. It addresses a wide range of financial needs. These needs can include the client's investments, taxes, retirement funds, estate and more. Since every client is different, wealth management is a highly...
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