News and Commentary

There’s Still Time for Savers to Contribute to Retirement Plans in 2018 by Sean Deviney, CFP

Posted December 5, 2018

As we near the end of 2018, the IRS urges taxpayers to remember that they still have time to max out their retirement plan contribution for the 2018 tax year and potentially reduce their taxable income. Employer-Sponsored Retirement Plans Workers who are eligible to participate in employer-sponsored 401(k), 403(b), 457 plans can contribute up to […]

8 Year-End Strategies for Retirement Savers by Kathleen Marteney, CRPC

Posted November 28, 2018

Thanksgiving is in the rearview mirror and another year is quickly coming to an end, leaving investors with a limited amount of time to maximize their retirement savings in the most tax-efficient manner. Following are some steps to consider taking before Dec. 31, 2018. Max out your contribution to a workplace 401(k) retirement plan. For […]

Managing your Online Legacy and Digital Assets after Death by Eric P. Zeitlin

Posted November 14, 2018

In our hyper-social world, we increasingly store and share our personally identifiable information online through a variety of social media outlets, cloud-computing technologies and digital devices. Your online identity could become a challenge in the event that you pass away or if you become incapacitated and can no longer access your accounts. Do family members […]

Investing is no Place for Emotions and Knee-Jerk Reactions by Scott Montgomery, CLU, ChFC

Posted November 7, 2018

The equity markets provide opportunities for investors to build wealth, but not without risks. Before putting any money into the public markets or any investment vehicles, you should take the time to consider your long-term goals, risk tolerance and time horizon. When these factors are accounted for in a well-thought-out strategy, you may be better prepared […]

Can I Borrow from my 401(k) Retirement Savings? by Olga Ismail

Posted October 31, 2018

The good news is that the 401(k) has become one of the primary sources of retirement savings for most Americans, with 74 percent of workers actively participating in these plans, according to the Employee Benefits Research Institute (EBRI). The bad news is that some workers view these savings as a piggy bank they can tap […]

Raymond James Market Commentary October 29, 2018

Posted October 29, 2018

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 […]

Market Commentary – October 24, 2018, by Joseph Karl, CFA

Posted October 24, 2018

After reaching all-time highs in September, stock markets have declined rather quickly in the last few weeks and prompted some questions about what this means for our clients. We view the recent pullback as a normal stock market correction spurred by the Fed’s interest rate hikes and unwinding of its balance sheet, both of which […]

What is Probate and How Can I Avoid It? by Lee F. Hediger

Posted October 23, 2018

Probate refers to the legal process of settling an individual’s estate and distributing his or her property and assets to heirs and other named beneficiaries after he or she passes away. If a person dies with a will, the court will generally follow the directions the decedent’s outlined for distributing assets and naming guardians for […]

Robert Weiss CFA® Joins Provenance Wealth Advisors and Opens Firm’s Sarasota Office

Posted October 22, 2018

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 […]

What is Tax-Loss Harvesting and How is it Impacted by Tax Reform? by Todd A. Moll, CFP, CFA

Posted October 17, 2018

While investors welcome market gains, they should not overlook the substantial tax liabilities their positive performing investments may incur when the time comes to sell. Under tax reform, investors are subject to capital gains tax as high as 37 percent, when they sell non-retirement investments, real estate or other appreciating assets. However, it is possible […]

Why You Might Consider a Divorce in 2018 by Scott Montgomery, CLU, ChFC

Posted October 10, 2018

The Tax Cuts and Jobs Act (TCJA) reforms the U.S. tax code and turns traditional estate planning for couples on its head by changing the way the IRS will treat alimony payments between divorcing couples beginning on Jan. 1, 2019. Under current law, payments of spousal support are deductible by the payer and taxable as […]

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