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Curated by our experts to keep you informed and ahead.

The Importance of a Diversified Retirement Plan

02 Dec

Dan Krstevski, CFP® | Dec 02, 2021

The Importance of a Diversified Retirement Plan

Historically, financial professionals have used the analogy of a person sitting on a 3-legged stool to give their client a visual aid for retirement p...

01 Nov

Scott D. Horsburgh, CFA | Nov 01, 2021

An Update on Provident

First of all, I would like to welcome James Skubik as a shareholder in Provident. James came to Provident almost five years ago after many years of ex...

01 Nov

Miles Putnam, CFA | Nov 01, 2021

November Investment Comments

Covid-19 statistics have improved recently for our country as a whole, although trends differ by region. About 65% of U.S. adults have been vaccinated...

01 Oct

James M. Skubik, CFA | Oct 01, 2021

Buy “Quality”

Wall Street’s machinery has been calibrated to encourage activity from investors, often to their detriment. To prod action, there are Wall Street an...

01 Oct

Miles Putnam, CFA | Oct 01, 2021

October Investment Comments

U.S. Covid statistics have lately shown a frustrating rebound. Total infections are running at about two-thirds the previous peak, with total deaths a...