News and Commentary

What Happens when Financial Advisors Declare their Independence? by Eric Zeitlin

Posted April 24, 2019

After spending more than 25 years in the financial services industry, first on the bond desk in Canada and more recently at one the world’s leading investment banking and wealth management firms, Rob Weiss, CFA, made a significant career move. In 2018, he went independent, joining Provenance Wealth Advisors (PWA) as a financial advisor and […]

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 […]

Multinational Families Can Preserve Privacy in Heightened Regulatory Environment by Oscar Castellanos, WMS, AAMS®

Posted April 18, 2019

As countries across the globe step-up regulatory efforts to combat tax avoidance, multinational families are finding it more difficult than ever to structure their wealth in a manner that protects their confidentiality. However, because there is a lack of one universal reporting standard for all countries, taxpayers may have an opportunity to meet their tax […]

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 17 – International Currencies

Posted April 16, 2019

In this episode, the relatable finance guys explain international currencies and how they might impact an investment strategy.

How Much Planning Are You Putting Into Your Longest Vacation? Probably Not Enough by Olga Ismail

Posted April 9, 2019

Memorable vacations do not happen by chance. They require a certain level of effort and advance planning to ensure that you stay within your budget and maximize your actual time away for fun, sightseeing and relaxation. The more you plan, the more likely your getaway will meet your expectations. With this in mind, it is […]

Finding a Balance between Paying Off Debt and Saving for Retirement by Brendan T. Hayes

Posted April 3, 2019

According to the Federal Reserve, household debt continued to increase in 2018 with Americans owing more than $13.5 trillion at the end of the third quarter. In addition to the obvious challenges this debt may create, it may also be a primary reason why so many Americans have not saved enough to afford an eventual […]

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.

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 […]

Spring Cleaning for Retirement by Olga Ismail, AIF

Posted March 26, 2019

As you gather documents to prepare to file your tax returns for 2018, it is a good time to review your retirement accounts, simplify them and ensure your investment strategy continues to meet your current and future needs and goals. According to the Bureau of Labor Statistics, the average tenure of an employee at one […]

What 401(k) Plan Sponsors Need to Know about Relaxed Rules to Hardship Withdrawals by Sean Deviney, CFP

Posted March 22, 2019

The IRS recently issued guidance on the new rules for financial hardship withdrawals from employer sponsored retirement plans instituted by the Bipartisan Budget Act of 2018. The new rules are intended to provide participants in 401(k) and 403(b) retirement plans with easier access to hardship withdrawals from these savings accounts. As a result, it is […]

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 […]

Relatable Finance Podcast Episode 15 – What to Do With a Financial Windfall

Posted March 19, 2019

In this episode the relatable finance guys share tips and things to think about if you are lucky enough to receive a financial windfall.

7 Smart Money Moves to Maximize Year-End Bonuses by Kathleen Marteney, CRPC

Posted March 18, 2019

If you received a year-end bonus, congratulations! As gratifying as it may be to splurge on something you can enjoy immediately, you may want to take a few moments to consider how you can maximize those dollars for the long-term. Following are seven smart money moves to help you use a financial windfall of money […]

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 […]