In this episode, the relatable finance guys talk to Craig Bond, an Iberia banker who shares what he is seeing about the impact of COVID on small businesses.
In this episode the relatable finance guys share their thoughts on why the stock market is nothing to fear.
In this episode, Joseph Karl talks to Aaron Abramoff, CFO of The Restaurant People, about how the economic crisis caused by COVID is impacting the company.
In this episode the relatable finance guys explain the “shapes” of economic recoveries and their their thoughts on the current situation.
In this episode, the relatable finance guys discuss investing strategies and share their thoughts on volatile markets.
Caring for a family member with a physical, intellectual or emotional disability can be costly. Every-day expenses can include not only food and shelter but also specialized medications, assistive devices, special education, transportation, at-home nursing care and much more. Over time, these expenses will almost certainly increase. To ensure that a loved one continues to […]
Significant declines in key economic indicators during the COVID-19 pandemic have encouraged the Federal Reserve to maintain its aggressive monetary policy, keeping benchmark interest rates near zero. Despite the financial fallout and future uncertainty created by the coronavirus, high-net-worth individuals should consider these periods of low-interest rates to be prime time for implementing certain estate-planning […]
In this episode the relatable finance guys debate the question – should we have seen this bear market coming?
For too long, women were socialized to believe that they were bad with money or that financial management was a role better left to their husbands. While women have come a long way, there remains a significant gender gap in financial literacy. According to the results of a study conducted by the Global Financial Literacy […]
The COVID-19 pandemic has given individuals pause about their own mortality and their wishes for managing their affairs in the event they become too ill to make those decisions for themselves. During these times of uncertainty, it is wise to be proactive, take stock of your physical and financial health and determine how you wish […]
In this episode, the relatable finance guys discuss the various scenarios for the economy returning to normal.
One of the greatest risks to your retirement savings is your longevity. The longer you live, the more likely you will develop a chronic medical condition or disability that can impair your ability to take care of yourselves later in life. Without proper planning and saving for these circumstances, it is possible that the rising […]
The SECURE Act’s elimination of stretch IRAs poses a challenge to many high-net worth account owners who had hoped to pass their savings to the next generation and allow inheritances to continue growing tax-free over beneficiaries’ lifetimes. Under the law, non-spouse IRA beneficiaries must withdraw the entirety of inherited IRA accounts within 10 years of […]
In this episode, the relatable finance guys explain the Fed’s recent actions on interest rates and what it is trying to achieve.
LAUDERDALE, FL – April 16, 2020 – 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 fifth year. Financial Times ranks advisors with more than 10 years of experience and $300 million or more in assets […]