Wealth Management

Who can help me find investment opportunities in Tampa Bay?

Who can help me find investment opportunities in Tampa Bay?

Investing is an excellent way to grow your wealth, and there are a variety of investing opportunities you can use. For investors around Tampa, Clearwater and St. Petersburg, Florida, you may be looking for investment opportunities in the area to help support the local...

Will there be a new wealth tax under Biden?

Will there be a new wealth tax under Biden?

An article by the Wall Street Journal from March 14 reports that Treasury Secretary Janet Yellen said “the Biden administration hasn’t decided whether to pursue a wealth tax, but will likely issue proposals to address the swelling federal budget deficit.” Levying a...

What is ESG Investing

What is ESG Investing

Daniel Mannix, CFA® and Ray Ferrara, CFP® hosted a complimentary webinar to explain ESG investing and how ProVise is addressing this emerging and important trend. 

What is a short squeeze and will there be another big one soon?

What is a short squeeze and will there be another big one soon?

The recent GameStop short squeeze situation has whipped up a frenzy of would-be investors looking to cash in on what appeared to have been a good move. As of March 8, 2021, GameStop (GME) closed at 193.720, meaning lots of investors who have been holding since much...