News & Insights
Why financial planning for a business owner is the key to a successful business
One of the hallmarks of success in the American dream is owning and operating your own business. However, no one becomes a business owner overnight. Starting and operating a business requires a lot of careful planning and dedication. It also requires you to have a sound financial plan, both for your personal and business finances, […]
Four important benefits of a charitable gift annuity
For some people, it is not enough to generate wealth for themselves and their family. They want to support charities to help make the world a better place. If this is your goal, we applaud your decision and are thankful for philanthropic intent. Supporting charitable organizations is more than beneficial for the public. It can […]
Three things you should know about getting a 401(k) tax deduction
Investing in a 401(k) is an attractive option for employees because it helps them save at tax time. Even though it is pretty well known that contributing to your 401(k) can help reduce your taxes, when tax season rolls around, many people are confused about how to handle their contributions. We are here to help […]
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 […]