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The philosophy of sufficiency serves as the anchor for everything we do here at Providend—whether it’s planning for our clients, investing for them, or providing advice. Sufficiency is [...]

In 2010, after the Global Financial Crisis that caused many to lose their wealth, I had an epiphany to develop the “Philosophy of Sufficiency” for my firm. It is the philosophy that [...]

The terms ‘trusted’ and ‘financial adviser’ may be seen as a paradox by some. Some might even wonder, ‘Are there really financial advisers that can be trusted?’ Just how difficult is [...]

Good friends tell you important things that are pleasing to the ears. Best friends tell you important things that are not pleasing to the ears. It is in this spirit that I’d like to warn [...]

The market extended its rally into December, building on the optimism seen in November, driven by expectations of more future rate cuts forecasted by the Federal Reserve. This anticipation [...]