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2018 Market Year In Review

Investors were treated to a wild ride in 2018 with the US, International, and Emerging stock market indices all finishing down for the year after a great start in January.  To add insult to injury, the typical diversifiers in client …

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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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