Author Archives: Melissa Gracey

In this episode the relatable finance guys share tips and things to think about if you are lucky enough to receive a financial windfall.

In this episode, the relatable finance guys explain the world of interest rates.

American businesses appear to be doing a good job of helping their workers prepare for an eventual retirement by establishing and encouraging employees to contribute to 401(k) retirement savings plans. However, U.S. workers often view their growing retirement account balances as a convenient till they can tap into to pay for everyday expenses before they […]

In this episode, the relatable finance guys answer the question, “What is an investment strategy?”

In this episode, the relatable finance guys look back on the 2009 financial crisis and the lessons learned and  not learned.

In this episode the relatable finance guys share their thoughts on the direction of the economy and why no one ever really knows.

In this episode, the relatable finance guys share their thoughts on what should be considered a “Major Financial Event” and what you should think about at that time.  

FT. LAUDERDALE, FL – Dec. 31, 2018 – Provenance Wealth Advisors today announced that the National Association of Plan Advisors (NAPA) has named Sean Deviney to its Top 100 Under 40 list for 2019. More than 500 advisors were considered for the list and judging was based on a combination of qualitative and quantitative data. […]

In this episode the guys share their thoughts on returns and a comprehensive portfolio.

In this episode the guys explain the role and importance of the Federal Reserve.