News and Commentary

Let’s Talk About SPACs By Todd A. Moll, CFP®, CFA

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Posted on December 02, 2021 by Todd Moll

Special purpose acquisition companies, or SPACs, have garnered significant media and celebrity attention over the past few years, resulting in increased interest from investors. Amid more recent market turbulence, the Security and Exchange Commission (SEC) has stepped up its regulatory authority over these acquisition vehicles, urging investors to conduct thorough due diligence before investing their […]

Potential Tax Efficiency through Private Placement Life Insurance By Eric P. Zeitlin

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Posted on November 17, 2021 by Eric Zeitlin

As Congressional lawmakers continue to debate the details of the administration’s proposed Build Back Better social spending and climate policy bill, higher taxes remain a possibility for those with significant wealth. One strategy high-net-worth investors and family offices are increasingly relying on to prepare for a shift in tax policy is private placement life insurance […]

Relatable Finance Podcast Episode 89 – Is Evergrande the Next Lehman?

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Posted on November 09, 2021 by Joseph Karl

In this episode, the relatable finance guys share information on Evergrande Fortune Global 500, a large property developer in China that is in a serious cash crunch, and has significant amount of debt and liabilities due within the next year. Given the size of Evergrande and the amount of debt, some are concerned that should […]

Why your Insurance Policies Need Regular Check-Ups By Scott Montgomery

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Posted on October 21, 2021 by Scott Montgomery

Just as annual medical check-ups help you maintain proper health, regular insurance plan reviews can provide invaluable benefits. Evaluating current insurance policies once a year or every two years can help to ensure your policies are keeping up with your changing circumstances and may even result in re-rated and reduced premiums. Too often, individuals purchase […]

David L. Burg, Adrian Lorenzo and David Marshall Join Provenance Wealth Advisors

Posted on October 08, 2021

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 […]

Government Spending Bill Takes Aim at Common Estate-Planning Strategies By Eric P. Zeitlin

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Posted on October 06, 2021 by Eric Zeitlin

The House Budget Committee voted on September 25 to approve a proposed $3.5 trillion spending and tax bill to support the president’s economic agenda. As expected, the draft legislation includes provisions calling for higher taxes on the wealthy. However, it also includes a series of measures that would essentially nullify the benefits of some estate-planning […]

4 Estate Planning Tips for Blended Families By Kathleen Marteney, CRPC®

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Posted on September 29, 2021 by Kathleen Marteney

When second and third marriages result in the blending of two families, a complicated financial picture may emerge. Couples coming into a second or third marriage bring with them ex-spouses, children from previous relationships and financial responsibilities, assets and liabilities that may carry deep emotional attachments. Addressing these delicate issues from the onset will help […]

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