Uncategorized

Fight Back against Identify Theft with a Free Credit Freeze by Jamel Gordon, CFP

Posted August 7, 2019

Beginning in September 2018, consumers will have easier access to one the most effective tools for protecting themselves against identity theft without having to reach into their pockets to pay a fee. Under the recently enacted Economic Growth, Regulatory Relief and Consumer Protection Act, you will be able to place a freeze on your credit […]

Lack of Estate Planning Can Lead to Years of Legal Woes by Scott Montgomery, CLU®, ChFC®

Posted July 2, 2019

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 […]

Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Ranks on Financial Times’ Top 400 Financial Advisors List

Posted April 18, 2019

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 […]

Prepare for Financial and Medical Issues before Your Child Heads to College by Scott Montgomery, CLU, ChFC

Posted April 17, 2019

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 […]

Relatable Finance Podcast Episode 16 – How To Set Financial Goals

Posted April 2, 2019

In this episode the relatable finance guys share tips on setting long and short-term goals.

PWA Video – Benefits of Joining an Independent Firm in our Advisors Words

Posted April 1, 2019

Click here to hear from our advisors about the benefits of joining an independent firm.

Provenance Wealth Advisors Included on InvestmentNews’ Best Places to Work for Financial Advisors

Posted April 1, 2019

FT. LAUDERDALE, FL – April 1, 2019 – Provenance Wealth Advisors today announced that it has been named by InvestmentNews Magazine as one of the country’s Best Places to Work for Financial Advisors. The program features a survey of all firm employees and completion of a questionnaire which asks questions about culture, leadership, career opportunities […]

Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized by Barron’s for Fifth Consecutive Year

Posted March 20, 2019

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 […]

Maintaining the Power of your Power of Attorney by Brendan T. Hayes

Posted March 13, 2019

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 […]

Provenance Wealth Advisors’ Chief Investment Officer Todd Moll on Forbes’ Best In State Wealth Advisors

Posted February 27, 2019

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 […]

Categories