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Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.

Maximizing Retirement Savings for Self Employed/Side Business Income

01 May

Dan Boyle, CFA® | May 01, 2026

Maximizing Retirement Savings for Self Employed/Side Business Income

Many of our clients are happily retired and no longer work. They are enjoying the fruits of their many years of savings and compounded returns. For ou...

01 Apr

Eric Wathen, CFA® | Apr 01, 2026

April Investment Comments

It has been a jarring few weeks for investors. The U.S. and Israeli strikes on Iran that began on February 28th have reshaped the outlook for energy p...

01 Apr

Scott Horsburgh, CFA® | Apr 01, 2026

Play Ball…or Not!

Many Provident clients know that I am an avid baseball fan. A number of them have even accompanied me to Detroit Tiger games. If you are a client resi...

IRMAA: Tools to Anticipate, Adjust, and Pay

01 Mar

Eric Wathen, CFA® | Mar 01, 2026

IRMAA: Tools to Anticipate, Adjust, and Pay

Medicare is not, as it's often called, free healthcare starting at 65. It has a cost, and that cost rises with income in a way that catches many by su...

01 Mar

Scott Horsburgh, CFA® | Mar 01, 2026

March Investment Comments

The U.S. economy continues to hum along despite all the headlines about “affordability,” tariffs, immigration, and actual or potential military ac...

02 Feb

Dan Boyle, CFA® | Feb 02, 2026

February Investment Comments

The year has started nicely for both stock and bond investors. In the early part of January, stocks rallied, largely from a broadening of market parti...

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