In this episode the relatable finance guys discuss why diversification is important and how dollar cost averaging impacts a portfolio. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Indices are not available for direct investment. Any investor who […]
After spending more than 25 years in the financial services industry, first on the bond desk in Canada and more recently at one the world’s leading investment banking and wealth management firms, Rob Weiss, CFA, made a significant career move. In 2018, he went independent, joining Provenance Wealth Advisors (PWA) as a financial advisor and […]
FT. LAUDERDALE, FL – April 18, 2019 – Provenance Wealth Advisors’ Chief Investment Officer Todd Moll, CFP®, CFA, has been named to the Financial Times annual list of the top 400 financial advisors in the country for the fourth year. Financial Times ranks advisors with more than 10 years of experience and $300 million or […]
As countries across the globe step-up regulatory efforts to combat tax avoidance, multinational families are finding it more difficult than ever to structure their wealth in a manner that protects their confidentiality. However, because there is a lack of one universal reporting standard for all countries, taxpayers may have an opportunity to meet their tax […]
Congratulations! Your child has been accepted into college and will potentially be moving out of your family home in the next few months. During this time of excitement and, perhaps sadness, don’t forget that the law no longer recognizes you as your child’s legal guardian. In fact, unless you prepare in advance, you may not […]
In this episode, the relatable finance guys explain international currencies and how they might impact an investment strategy.
Memorable vacations do not happen by chance. They require a certain level of effort and advance planning to ensure that you stay within your budget and maximize your actual time away for fun, sightseeing and relaxation. The more you plan, the more likely your getaway will meet your expectations. With this in mind, it is […]
According to the Federal Reserve, household debt continued to increase in 2018 with Americans owing more than $13.5 trillion at the end of the third quarter. In addition to the obvious challenges this debt may create, it may also be a primary reason why so many Americans have not saved enough to afford an eventual […]
In this episode the relatable finance guys share tips on setting long and short-term goals.
Click here to view our recruiting video.
