News & Insights

A ProVise CFP® professional can help you invest in the right stocks for you

Deciding which stocks are the best to invest in can be difficult for the average investor. Your current financial circumstances, your goals, your beliefs and your risk tolerance all play a role in your decision making process. Not to mention the wide variety of stock options there are to choose from.  At ProVise Management Group, […]

Expected stock market trends for Q3 2020

The first half of 2020 has been one of the most stressful for many investors in recent times. The COVID-19 pandemic has caused the market to hit multiple all-time daily lows, which can be scary for investors to see. The nation is still reeling from the initial shock of the pandemic, but as we continue […]

Saving to buy a home? Five planning tips to help

Purchasing your first home is a milestone achievement for many American adults. However, houses can be costly and purchasing one without a plan can end up breaking the bank. Although, with some careful planning and saving, you can have enough to pay a significant down payment on your home and have a comfortable monthly mortgage […]

Financial planning tips to protect your money during a divorce

Going through a divorce is a challenging time. Often, it is the woman who is left financially struggling afterward. It is not uncommon for their credit scores to take a dive, further complicating the process. But, with the right plan, women like you can protect your money. How women can protect their money during a […]

How much money do I need to retire? — Planning your retirement

You have been working hard for many years. You have been investing in your retirement fund. You might now feel ready to stop working and enjoy retirement, but you might be wondering if it is the right time and if you have enough money.  The general guideline most experts agree on is that you should […]

Three tips for retirement planning in your early 30s that you don’t want to ignore

When you are in your 30s, you might look at your retirement portfolio and find yourself concerned that it is not growing as much as you had hoped. Maybe you have not been able to contribute as much as you have liked. Maybe you started contributing later in life. Either way, it is important to […]