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Planning for retirement is often the last thing recent college graduates consider upon entering the job market and earning a steady income. However, there is no minimum age when people should start thinking about saving for the future, whether it is for the purchase of a new car or home,…

After raising interest rates for the first time in three years, the Federal Reserve Bank announced in March that it expects a series of additional rate increases that would bring the federal funds rate to approximately 2.75 percent by the end of 2023. The last time rates were that high…

With a broad number of uncertainties, the Relatable Finance guys looks for clues on what could lie ahead, and how the current environment could shape the upcoming mid-term elections/policy moving forward.   The post Relatable Finance Podcast Episode 101: Current Uncertainties and Potential Implications for the Mid-Term Elections appeared first…

The Relatable Finance guys look back at their first 99 episodes, discuss some highlights and some key takeaways for all Relatable Finance listeners. The post Relatable Finance Podcast – Our 100th Episode! Main takeaways from 99 episodes appeared first on Provenance Wealth Advisors.

Miami, FL –April 14, 2022 - Provenance Wealth Advisors is pleased to announce that Pedro Harth has joined the firm as an independent financial advisor based in the new Dadeland office. “Pedro Harth comes to us with more than 30 years of financial experience,” said Eric Zeitlin, PWA managing director…

In this episode, the relatable finance guys discuss market volatility and why time frames play a major role in what might be the proper allocation for you investment funds. They look into three general time frames, over 20 years, 3-5 years and less than 3 years. The post Relatable Finance…

In this episode, the relatable finance guys discuss what the media means when they say rising interest rates and how this affects investors, borrowers and basically everyone. We also dive into how this has recently affected certain areas of the stock market. The post Relatable Finance Podcast Episode 98 –…

Your income-tax liabilities for a particular year generally are set by the time the clock strikes midnight on December 31. However, there are some last-minute moves you can make in the New Year to reduce your tax bill before the individual income tax filing and payment deadlines in April. Max…

This episode discusses some of the recent market volatility to start the year, and a recent market commentary letter from influential investor Jeremy Grantham. The post Relatable Finance Podcast Episode 97 – Recent Market Volatility and Comments from Jeremy Grantham appeared first on Provenance Wealth Advisors.

In this episode, we discuss some background on a long history of tensions between the two countries and some commentary on market and economic implications. The post Relatable Finance Podcast Episode 96 – Ukraine, Russia and the Impact on Financial Markets appeared first on Provenance Wealth Advisors.

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