When most people think of retirement, they imagine spending their time traveling and pursuing the hobbies and activities that bring them the greatest joy. Few consider that as life expectancies increase, so too do the risks that individuals will eventually require costly long-term care for assistance with daily living activities. By failing to prepare in advance […]
$1.95 billion in assets under advisement ranks in Top 20; only Florida firm recognized FT. LAUDERDALE, FL, July 31, 2017 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors and Accountants, has been recognized on Accounting Today’s annual CPA Wealth Advisor’s Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms […]
After much delay, the Department of Labor fiduciary rule finally went into effect on June 9, 2017, providing consumers with enhanced protections when receiving retirement saving advice from financial advisors and investment brokers who manage consumers’ 401(k)s, IRAs, pension plans and other retirement assets. The Fiduciary Duty Rule, which will continue to roll out […]
In June of 2017, the Federal Reserve announced it will continue on its slow and steady path of interest rate hikes with another 0.25 percent increase in the federal funds rate to a range of 1 percent to 1.25 percent. The central bank’s move, its fourth raise since 2008, represents its confidence in a strengthening […]
In this episode the related finance guys talk about China and the US, and the potential decoupling of the two major economies.
A financial plan is a written document that lays out your future financial, business and lifestyle goals and maps out comprehensive strategies for achieving them. Contrary to popular belief, financial planning is not just for the wealthy. Rather, it is a critical planning tool that can help all individuals at all income levels make informed […]
