Author Archives: provwealth2018

In March 2018, the Federal Reserve raised interest rates for the sixth time since December 2015 while signaling potentially three additional rate hikes this year. For some investors, rising interest rates may present market opportunities and a potential increase in income; for others, a watchful eye may be needed. A key to investing in the current […]

MIAMI, FL – Jan. 15, 2018 – Oscar Castellanos, AAMS, WMS, and Melvin Perez, CFP®, have joined Provenance Wealth Advisors as financial advisors based in the firm’s Miami office. Castellanos and Perez have nearly 40 years of collective experience. Both specialize in financial planning, portfolio management and estate planning for domestic and international clients. “We […]

FT. LAUDERDALE, FL – Jan. 9, 2018 – Provenance Wealth Advisors today announced that Sean Deviney has been promoted to director of the firm. “We are proud to recognize Sean’s contributions and leadership with this promotion,” said Eric Zeitlin, managing director of Provenance Wealth Advisors. “He has done a tremendous job of building a practice […]

A harsh reality of getting older is the potential that physical and mental limitations can impact individuals’ quality of life and their ability to continue living independently. When individuals fail to plan in advance for these possibilities, decision-making may fall to their adult children who may not have a grasp of their parents’ emotional ties […]

Financial Times ranking includes top retirement plan advisors FT. LAUDERDALE, FL – Sept. 27, 2017 – Provenance Wealth Advisors today announced that Financial Times has included Sean Deviney on its FT 401 list of top retirement plan advisors. Honorees were chosen based on information in eight categories, including plan assets under advisement exceeding $75 million, […]

After much delay, the Department of Labor fiduciary rule finally went into effect on June 9, 2017, providing consumers with enhanced protections when receiving retirement saving advice from financial advisors and investment brokers who manage consumers’ 401(k)s, IRAs, pension plans and other retirement assets.   The Fiduciary Duty Rule, which will continue to roll out […]

In June of 2017, the Federal Reserve announced it will continue on its slow and steady path of interest rate hikes with another 0.25 percent increase in the federal funds rate to a range of 1 percent to 1.25 percent. The central bank’s move, its fourth raise since 2008, represents its confidence in a strengthening […]