In this episode, Shane Phillips interviews Jonny Quintana, a long-time real estate broker who sheds light on how the economic crisis is impacting the industry.
The CARES Act offers individuals and businesses greater incentives to maintain or increase charitable giving in 2020, even when they may be facing their own personal struggles to survive the financial impact of the COVID-19 health crisis. For Individuals Effective for 2020, individuals who itemize deductions on their federal income tax returns may write off […]
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 […]
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. […]
If you turned 62 this year, congratulations! You may begin collecting Social Security benefits. The longer you wait to start claiming these benefits, the higher the monthly payout you will receive. For example, by waiting until you reach your full retirement age (FRA), as defined by the Social Security Administration depending on the year you […]
The economy continued to grow in 2019, bucking recessionary fears and extending the country’s longest economic expansion. While the pace of growth over the past 12 months slowed, asset returns remained positive, with U.S. stocks reaching all-time highs, up a total of 31.5 percent for the year. ¹ Heading into 2020, we believe that even […]
As the saying goes, there are only two certainties in life: death and taxes. An unwillingness to plan for either is a recipe for disaster. Individuals who pass away without a will essentially hand the keys to their kingdom and control of their assets over to the states where they reside. Without a will, intestate […]
FT. LAUDERDALE, FL – April 18, 2019 – 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 fourth year. Financial Times ranks advisors with more than 10 years of experience and $300 million or […]
Congratulations! Your child has been accepted into college and will potentially be moving out of your family home in the next few months. During this time of excitement and, perhaps sadness, don’t forget that the law no longer recognizes you as your child’s legal guardian. In fact, unless you prepare in advance, you may not […]
