The SECURE Act signed into law at the end of 2019 brought new restrictions to non-spouse beneficiaries of inherited individual retirement accounts (IRAs), requiring them to empty those accounts within 10 years of the original owner’s death and pay the taxes due. Not only was the new law bad news for beneficiaries who were previously […]
Forbes ranks best-in-state advisors for offering best practices and client experience. FT. LAUDERDALE, FL – April 26, 2022– Provenance Wealth Advisors, an independent office, today that Todd Moll, CFP®, CFA, is once again among the honorees on Forbes’ annual list of top financial advisors in the country for the fourth consecutive year. The Forbes annual […]
Miami, FL – October 8, 2021 – Provenance Wealth Advisors is fortunate to welcome three new members to its growing team. David Marshall, David L. Burg and Adrian Lorenzo have joined as independent financial advisors based in the Miami office. Together they bring more than 40 years of industry experience. While each specialize in retirement […]
The CARES Act and other stimulus packages enacted in 2020 and 2021 have encouraged individuals and businesses to maintain or increase their charitable giving even when they may be facing their own struggles in the wake of the COVID-19 pandemic. For Individuals Effective for 2020 and 2021, individuals who itemize deductions on their federal income […]
In this episode the relatable finance guys explain commodity investing and how it’s been impacted by the global pandemic.
In this episode the relatable finance guys discuss traditional asset allocation and how it’s been impacted by the volatile markets of 2020.
In this episode the relatable finance guys talk to Kris Rato, head of operations at Jackson Hospital, and learn how the institution is dealing with the effects of COVID on our community.
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.
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 […]
