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Stay informed with timely insights and thought leadership from the advisors at Provenance Wealth Advisors. Our articles, commentary, and firm updates are designed to keep you and your clients ahead of the curve—whether you’re navigating market shifts, planning for generational wealth, or exploring financial trends that shape the future.


Explore our latest thinking and see how we continue to provide value beyond the portfolio.

According to the U.S. Bureau of Labor Statistics, the median number of years that wage and salary workers aged 25 and older had been with their current employer in January 2024 was 3.9 years, down from 4.1 years in 2022 and the lowest since January 2002. With this pace of…

According to the Social Security Administration, Social Security retirement benefits replace, on average, 40 percent of an individual’s pre-retirement income. As a general rule, the longer you wait to begin claiming these benefits, the larger the monthly benefit you will ultimately receive. While this principle seems simple enough, the types…

Employers sponsoring non-safe harbor 401(k) plans must perform annual ERISA- and IRS-mandated testing to ensure they do not disproportionately favor highly compensated employees (HCEs) over rank-and-file non-HCEs. It is critical businesses understand the formulas for these nondiscriminatory tests and the steps they must take to fix a failure or risk…

One of the biggest challenges entrepreneurs must confront is how and when they will exit the businesses they spent most of their lives building. After all, business owners view their companies as extensions of their personal identities. They neither have the desire nor the time to think about what will…

The income you earn during the year is subject to federal taxes, regardless of whether you receive employment wages, business profits, investment returns, Social Security benefits and even gambling winnings. Conversely, property you receive as a gift, bequest or inheritance is generally not included in your taxable income. Understanding these…

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