News and Commentary

Relatable Finance Podcast Episode 78 – Cryptocurrency Growth

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Posted on June 08, 2021 by Shane Phillips

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 […]

Planning Through Life’s Many Transitions By Kathleen Marteney, CRPC®

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Posted on June 02, 2021 by Kathleen Marteney

Navigating major life transitions is stressful, regardless of whether they are anticipated rites of passage, such as a marriage or the birth of a child, or unexpected events, such as a divorce, personal illness or death of a spouse. While these changes are inevitable, they need not be emotionally or financially devastating. This is especially […]

Relatable Finance Podcast 76 – All Things Cryptocurrency

Posted on May 11, 2021

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 […]

Relatable Finance Podcast Episode 75 – Clean Energy

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Posted on April 27, 2021 by Joseph Karl

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

How Can Swap Powers Preserve Wealth for Future Generations? By Eric P. Zeitlin

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Posted on January 06, 2021 by Eric Zeitlin

Swap powers within intentionally defective grantor trusts (IDGTs) are critical estate planning tools that may help you improve tax efficiency today while allowing you to preserve wealth for future generations. An IDGT is an irrevocable trust that you, the grantor, can create during life to pass assets and wealth to your named beneficiaries outside your […]

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