Homepage Insights

Insights

Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.
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...
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 ...
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...
Dan Krstevski, CFP® | Dec 01, 2025

Year-End Financial Planning Tasks

As the calendar pages turn to December, many minds shift to the holidays, but the year-end is perhaps the most crucial time to reflect on your financi...

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