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Wealth Management

What’s the difference between trading and investing video

What’s the difference between trading and investing video

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...

Why do I need to rebalance my portfolio video

Why do I need to rebalance my portfolio video

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...

How to manage your money with the greatest effectiveness

How to manage your money with the greatest effectiveness

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...