In this episode, the relatable finance guys explain the Fed’s recent actions on interest rates and what it is trying to achieve.
The rapid spread of COVID-19 and daily reports of related deaths are giving individuals pause about their own mortality and the plans they have in place for managing their legal rights, financial wellbeing and physical health in the event they are too ill to make those decisions. At this time of global uncertainty, reviews and […]
FT. LAUDERDALE, FL – April 16, 2020 – 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 fifth year. Financial Times ranks advisors with more than 10 years of experience and $300 million or […]
IN this episode the relatable finance guys share their perspectives on how coronavirus is impacting the economy.
Women spend a significant portion of their lives putting their families first, tending to the needs of husbands, children and aging parents often before themselves. The problem is that as these women approach retirement age, they are finding themselves without the benefit of ample savings to carry them through their golden years. According to the […]
FT. LAUDERDALE, FL – April 10, 2020– Provenance Wealth Advisors, an independent firm, today announced that Todd Moll, CFP®, CFA, is among the honorees on Forbes’ annual list of top financial advisors in the country. The Forbes annual Best-In-State list spotlights more than 4,000 top advisors across the country who were nominated by their firms. […]
FT. LAUDERDALE, FL – April 10, 2020 – Provenance Wealth Advisors announced that Barron’s has once again named the firm’s chief investment officer and director Todd Moll, CFP®, CFA, to its annual list of top 1,200 financial advisors in the country for the sixth consecutive year. Up from No. 18 in 2019, Moll is No. […]
Click here to view a comparison chart of the SBA loan programs available to businesses and non-profits. COVID-19 SBA Loans
Individuals and business owners facing a sea of challenges responding to the COVID-19 pandemic, received some welcome relief from the IRS in the form of a federal income tax filing and payment extension. On March 21, the IRS delayed the 2019 federal income tax filing and payment deadlines to July 15, 2020. This move gives […]
Gifting assets to family members or other beneficiaries during your life not only helps to establish your legacy for future generations, but it also provides an opportunity to reduce the size of your taxable estate. However, before making any gifts, it is important you consider how certain assets will be treated differently for tax purposes […]
