In this episode the relatable finance guys talk to an executive with Miami’s Downtown Development Agency to learn about incentives for relocating businesses.
Trusts have become an increasingly popular estate planning tool among individuals at all income levels who want to avoid probate and ensure the quick and private transfer of assets to their loved ones upon their death. This level of control complements the use of a will and provides users with the added peace of mind […]
In this episode the relatable finance guys talk about taxes and what might be changing.
Saving for retirement through an employer’s 401(k) plan is a great way to invest in yourself – both for today and for your future. With each contribution to your plan, you essentially pay yourself (rather than Uncle Sam) and allow those payments to stay invested in the market, where they have the potential to grow […]
In this episode the relatable finance guys discuss ideas to consider when saving for college expenses. As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs […]
In this episode the relatable finance guys break down the causes and impacts of inflation.
In this episode the relatable finance guys introduce recent innovations in finance and how they impact investing opportunities.
The Department of Labor’s Employee Benefits Security Administration (EBSA) recently released cybersecurity guidance to help retirement plan sponsors (employers and business owners), record keepers and other plan fiduciaries mitigate the growing risks of cyber threats, including fraud and identity theft. According to the EBSA, employer-sponsored retirement plans regulated by the Employee Retirement Income Security Act […]
In this episode the relatable finance guys discuss the impact of small and consistent activity on your investment strategies.
Gone are the days when you had to make a special trip to your local bank branch to make a deposit or transfer money from one account to another. With the proliferation of mobile apps today, you can manage all your banking and investing needs from the comfort of your home or any Wi-Fi-enabled remote […]
In this episode the relatable finance guys explain crypto storage and safety and why it can be helpful in a portfolio. Source: https://www.barrons.com/articles/bitcoin-could-be-worth-146-000-heres-how-51609865770 The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of […]
In this episode the relatable finance guys discuss how bonds are an indicator of the broader markets. To learn more about Provenance Wealth Advisors services click here or contact us at info@provwealth.com
In this episode the relatable finance guys breakdown everything crypto. Prior to making an investment decision, please consult with your financial advisor about your individual situation. The prominent underlying risk of using bitcoin as a medium of exchange is that it is not authorized or regulated by any central bank. Bitcoin issuers are […]
In this episode the relatable finance guys discuss various means of clean energy and how increased adoption could impact the markets. To learn more about Provenance Wealth Advisors services click here or contact us at info@provwealth.com
Among the most critical lessons learned from the COVID pandemic is that no one is immune from a job loss, a business closing, or a life-threatening illness. When these challenges occur, it is often too late to develop plans that you can put into motion instantly to protect yourself and your loved ones from financial […]