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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.
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...
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...
Miles Putnam, CFA® | Feb 02, 2026

Unadmitted Gambles

Stocks are the only thing people want more of when their price goes up. Bull markets stoke confidence. People chase the winners. More participation ad...
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...
Eric Wathen, CFA® | Jan 02, 2026

January Investment Comments

The Year in Review: Resilience Amidst FogThe financial markets demonstrated remarkable resilience in 2025, climbing a wall of worry constructed of tar...
James Skubik, CFA® | Jan 02, 2026

The Process

It probably comes as no surprise that the Provident office is well populated with sports fans, and college football is of particular interest to many ...

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