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What financial concerns should you be thinking about if you’re a young person in your 20’s? What about at age 30, 40, 50 and beyond? Is a budget something you need to prepare once or is it a tool that’s important regardless of age or position in life? In this podcast, members of the PWA team address these questions and more. Tune in as Executive Vice President Doug DeGroot, Investment Advisor Representative, AVP & Trust Officer Nicole Smit and Investment Advisor Representative, SVP & Trust Officer Brian Granato take a close look at financial planning in 10-year increments and help clients prepare for life’s milestones every step of the way.
It hasn't taken long for 2022 to get interesting! What's driving inflation? What will higher rates mean for fixed income investments? Listen in as Executive Vice President, Doug DeGroot, CFP® discusses a few steps the PWA team is taking to better manage the risks associated with rising interest rates, growing inflation and economic instability around the world.
What can investors expect in the coming year? Listen in as Doug DeGroot, CFP®, Executive Vice President and senior PWA Team members Tom Clifford and Brian Granato discuss the issues that have the potential to impact the performance of our economy and your investments in 2022. Listen Here!
Listen in for a few minutes as members of the PWA team look ahead by sharing a few things they have on their wish list for the New Year. From all of us at Providence Wealth Advisors, thank you for your trust and confidence. We hope you have a wonderful Christmas and a New Year filled with good health, peace and prosperity. Thank you for listening!
From solid performance throughout the first 3 quarters of 2021 to increasing market volatility in recent weeks, our latest Your Financial Journey podcast includes our 3rd quarter update along with thoughts on what investors might expect during the remainder of the year. Join Executive VP Doug DeGroot as he discusses why the PWA team is both cautious and optimistic about the future.
What can we expect in the new year and more importantly, from the new administration in Washington? What changes should we be prepared for and how might these changes impact investment portfolios? Join Doug DeGroot, CFP®, Executive Vice President of Providence Wealth Advisors as he discusses the current economic backdrop as well as expectations for the coming year.
Join the entire Providence Wealth Advisors team as we prepare for the Christmas season by recalling our most memorable people, events and experiences of the past year. It's our 2020 Holiday podcast and we thank you for listening! From all of us at Providence Wealth Advisors, thank you for your trust and support. We wish you a Christmas season filled with peace, good health and happiness.
How did we get here and where can we expect to go? Learn from Doug DeGroot, CFP®, Executive Vice President of Providence Wealth Advisors, as he reviews the financial events of 2020 and considerations driving rationale for the future.
Listen as Doug DeGroot provides a brief introduction to Providence Wealth Advisors, its unique affiliation with Providence Bank & Trust and the investment approach the PWA team uses to serve clients.
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