2nd Quarter Market Review

During the 2nd quarter of the year the S&P 500 index climbed about 4% . Bonds provided meager but positive returns as the Barclay’s Aggregate Bond Index added about 1%. Balanced portfolios were positive by 2% or so for conservative …

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How To Handle an Expensive Stock Market

Based on all reasonable measures, the US stock market is very expensive relative to where it’s been historically. Investing at today’s levels means buying at high prices relative to companies earnings, cash flow, book value, etc. and implies pretty low …

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On the Election

So much ink has been spilled regarding election predictions and how the markets will be affected. We feel that there is little reason for us to add to the noise! Frankly, we have no idea what the short term ramifications …

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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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