Provista Wealth Advisors

Market performance tends to be strong in election years, averaging 11.57% annually, compared to 10.1% in non-election years. Regardless of the election outcome, we remain confident in the market's potential for growth. Review of Quarter 2 and current outlook here: https://lnkd.in/eFbF4CAD

As the great investor Benjamin Graham said, “One lucky break, or one supremely shrewd decision, can we tell them apart?” Watch Luck and Risk here: https://lnkd.in/eck78PiQ

In the realm of financial planning, the concept often raises images of retirement accounts, long-term investments, and meticulous savings plans. While these elements are undeniably important, an exclusive focus on the future can lead to a life lived in anticipation rather than enjoyment. True financial wellness demands a balanced approach, one that accounts for both future security and present fulfillment. Read more here: https://lnkd.in/g48KGWAa

We recently held our first annual Referral Appreciation Event at the BMW Driving Experience for clients who have referred us business over the last year. Thank you to everyone who participated! #bmw #referralrewards #estateplanning #financialadvisor #wealthmanagement

Personal experiences shape financial behavior and can explain why people come to vastly different conclusions about how to handle their finances. Money is a topic that elicits a wide range of emotions and reactions from people. From excitement to anxiety, our relationship with money is deeply influenced by our unique experiences and upbringing. Watch more here: https://lnkd.in/eWszYaZb

Most traditional investment portfolios utilize debt instruments, such as bonds, as a core component of their asset allocation. The reason for this is that bonds can offer predictable income streams, preserve capital, and provide diversification away from stocks and equities. However, the evolving financial landscape has continued to open new opportunities, particularly in private credit, which can offer even great benefits. Read more here: https://lnkd.in/eqPYQ5b5

Money is a topic that elicits a wide range of emotions and reactions from people. From excitement to anxiety, our relationship with money is deeply influenced by our unique experiences and upbringing. Read more here: https://lnkd.in/eWszYaZb

"May 4th is Provista Day! It's our own little independence day each year when we celebrate the anniversary of the formation of Provista Wealth Advisors. Our team celebrated Provista Day around the table this week. I could not be more thankful for or proud of this group. Two years ago we knew we could build something special. We knew we could give better advice and better service, and we wanted to raise the standard in our industry. Even with those lofty goals, what we've been able to do as a team has gone far beyond what I envisioned to this point. We could not have done it without these quality team members, and we couldn't have done it without the trust of wonderful clients." -Clarke Smith, CFP®, CEPA

One of the most talked about topics in the financial world lately has been the continued growth of the private equity and private credit markets, and they have become a larger part of our strategy as well for the right investors. In his latest article, and the first in a new series, Derek shares how private equity can be used to navigate market volatility. Read it here: https://lnkd.in/gY5dxXRk

Today is the LAST DAY to vote for the 2024 Official Community’s Choice Awards. We’re honored to have been nominated for Best Investment Firm. We’d appreciate your vote! Vote here: https://lnkd.in/gjRKaAfi