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.
Miles Putnam, CFA | Nov 01, 2021

November Investment Comments

Covid-19 statistics have improved recently for our country as a whole, although trends differ by region. About 65% of U.S. adults have been vaccinated...
Scott D. Horsburgh, CFA | Nov 01, 2021

An Update on Provident

First of all, I would like to welcome James Skubik as a shareholder in Provident. James came to Provident almost five years ago after many years of ex...
James M. Skubik, CFA | Oct 01, 2021

Buy “Quality”

Wall Street’s machinery has been calibrated to encourage activity from investors, often to their detriment. To prod action, there are Wall Street an...
Miles Putnam, CFA | Oct 01, 2021

October Investment Comments

U.S. Covid statistics have lately shown a frustrating rebound. Total infections are running at about two-thirds the previous peak, with total deaths a...
Scott D. Horsburgh, CFA | Sep 01, 2021

September Investment Comments

The economy is at a stage when comparisons to year-ago quarters frequently produce ridiculously high numbers because last spring and early summer were...
Miles Putnam, CFA | Sep 01, 2021

Inflation's Winners and Losers

I got together with a few other neighborhood dads recently to play a board game called Q.E. The name is short for “Quantitative Easing,” a term th...

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