Author Archives: Melissa Gracey
The good news is that the 401(k) has become one of the primary sources of retirement savings for most Americans, with 74 percent of workers actively participating in these plans, according to the Employee Benefits Research Institute (EBRI). The bad news is that some workers view these savings as a piggy bank they can tap […]
In this episode the guys explain tariffs and how they can impact business and the markets.
SARASOTA, FL – October 22, 2018 – Financial advisor Robert Weiss, CFA®, has joined Provenance Wealth Advisors as a regional director and financial advisor based in the firm’s new Sarasota office. Weiss has more than 35 years of experience in investment strategies, financial planning and life insurance solutions. “Rob is a terrific addition to our […]
In this episode the guys discuss why you should consider taking a chance on the stock market.
In this episode the guys discuss how to keep your cool when the markets are hot.
In this episode, the guys discuss how to keep your thinking long-term, even in the face of instant gratification.
In this episode, the guys discuss behavioral impacts on investing, FOMO and what to do with investing tips.
In this episode the guys share their thoughts on things you can and cannot control related to money, savings, taxes and social security.
In this episode, the guys explain the basics of budgeting, saving and debt and share tips on making them work for you.
In this episode, Joseph Karl and Shane Phillips discuss debt, saving and budgeting.