FT. LAUDERDALE, FL – March 20, 2019 – Provenance Wealth Advisors announced that Barron’s has named the firm’s chief investment officer Todd Moll, CFP®, CFA, to its annual list of top 1,200 financial advisors in the country for the fifth consecutive year. Moll ranked No. 18 on the list of Florida advisors. The annual ranking […]

A power of attorney is a legal document in which you grant to someone else the authority to oversee your financial affairs and make prudent decisions on your behalf if and when you are unable to do so on your own.  Those decisions could be as mundane as paying household bills during a temporary period […]

FT. LAUDERDALE, FL – Feb. 27, 2019 – Forbes has published its annual list of top financial advisors in the country and Provenance Wealth Advisors’ that Chief Investment Officer Todd Moll, CFP®, CFA, is among the honorees. Forbes ranks advisors based on research from SHOOK and includes in-person interviews, industry experience, community involvement, client retention […]

As college athletes hit the fields and the courts to showcase their talents in advance of the 2019 draft season, they and their family members should also spend some time planning for how they can best manage and protect the windfall of money that will be heading their way when they go pro. Professional athletes’ […]

In addition to our recent market update, we wanted to share additional material from our custodian and strategic partner Raymond James.  In volatile times it is always good to hear different points of view, and we feel this is worthy of getting out to our clients. October commentary If you have questions, please contact your […]

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 […]

The new tax law in effect for 2018 provides an opportunity for people with disabilities to save more money in ABLE accounts and qualify for a special saver’s credit. The U.S. government introduced ABLE accounts in 2015 to help disabled individuals and their families save money to pay for disability-related expenses without any risk of […]

Halfway through the year, 2018 is making records for attention-grabbing headlines. How this constant barrage of news affects the greater economy and the implications for investable assets requires consideration of many factors and how they interact with each other.   Foremost, we are in the latter stages of an economic expansion, in which signs of […]