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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.
Dan Boyle, CFA | Sep 01, 2023

Artificial Intelligence: Skynet or More of the Same?

Artificial Intelligence has burst on the scene in 2023, paced by OpenAI, L.P.’s release of ChatGPT (Chat Generative Pre-trained Transformer) last No...
Miles Putnam, CFA | Sep 01, 2023

September Investment Comments

Long-term interest rates were choppy with no clear trend in 2023 through the end of July but broke to the upside in August. The 30-year Treasury’s y...
Daniel J. Boyle, CFA | Aug 01, 2023

August Investment Comments

Since early 2020 the economy has undergone a series of shocks. First came the Covid-19 pandemic, which continues to impact the economy more than three...
Miles Putnam, CFA | Aug 01, 2023

A New Service for Employer Retirement Plans

Clients often ask whether Provident can manage the assets in their 401(k) or 403(b) employer-sponsored retirement plans. Until recently, our answer wa...
Doreen Phelps | Jul 03, 2023

Reflections of a Long-Time Provident Employee

Most of you do not know me, but I have been behind the scenes at Provident for almost 25 years. Scott Horsburgh asked me to share my observations with...
N/A | Jul 03, 2023

July Investment Comments

A Tale of Two Economies...

Fiduciary wealth management for families building long-term wealth through individual stock selection and truly personal service.