Is Diversification Dead?

2018 has been an interesting year for markets.  While US growth stocks have continued to push US stock indices higher, most other markets have actually fared quite poorly. For example, international stocks, emerging market stocks, bonds, and gold are all …

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What’s Your (Retirement) Number?

As Certified Financial Planner™ professionals we are often asked, “How much money will I need to retire?”  Or, “What’s my number?”  Sounds simple enough right?  After all, we do this stuff everyday. Can’t we just pull out our trusty financial …

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Providus Attends InsideTrack ’16

We just returned from the 2016 Fidelity InsideTrack Conference in beautiful Laguna Niguel, California.  InsideTrack is an invitation only event where top performing advisors from around the country gather annually to share ideas, information, test out the latest in tools …

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U.K. Votes To Leave EU – ‘Brexit’

Excerpt from an email to clients regarding the so called ‘Brexit’: Yesterday voters in the U.K. went to the polls to decide whether to stay or leave the European Union (EU) – coined ‘Brexit’ by combining “British” or “Britain” and …

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