Daily Archives: September 12, 2013


The Evolution of Provident

Like the letterhead says, we are now Provident Investment Management.  While nothing has changed operationally in the few days since the transition, it still feels like a big change for someone like me who has been here for well over 21 years now. When I first joined Seger-Elvekrog on March […]


September Investment Comments

  When the stock market advances to all-time highs, like it has recently, everyone frets.  Is the stock market overbought?  Can this be sustained?  Isn’t this the wrong time to buy? We think there are three factors driving the stock market:  1) prospects for stronger economic growth, 2) Federal Reserve […]