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.
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?
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 […]
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 […]
IN this episode the relatable finance guys share their perspectives on how coronavirus is impacting the economy.
Individuals and business owners facing a sea of challenges responding to the COVID-19 pandemic, received some welcome relief from the IRS in the form of a federal income tax filing and payment extension. On March 21, the IRS delayed the 2019 federal income tax filing and payment deadlines to July 15, 2020. This move gives […]
Gifting assets to family members or other beneficiaries during your life not only helps to establish your legacy for future generations, but it also provides an opportunity to reduce the size of your taxable estate. However, before making any gifts, it is important you consider how certain assets will be treated differently for tax purposes […]
In this episode the relatable finance guys break down the pros and cons of investing with environmental, social and corporate governance priorities. End 2019 1 3 5 10 S&P 500 31.5 15.3 11.7 13.6 Combo Index 34.1 17.3 12.5 14.5 * *Calvert Social Index through December 16, 2005; FTSE4Good US Select Index thereafter.
Federal and state governments have announced relief programs to help the nation’s 30 million small businesses suffering financial hardships in the wake of the novel coronavirus (COVID-19) pandemic. Federal Aid The Economic Injury Disaster Loan program, managed by the Small Business Administration (SBA) in tandem with U.S. state and local government, will offer up to […]
The novel coronavirus (COVID-19) pandemic is having a profound impact on people and businesses across the globe. Lives have been lost, businesses are facing the potential of mounting losses, and an uncertain economic future is roiling the global equity markets. Through this time, families must also assess the impact of the virus on their estates […]
In this episode, the relatable finance guys discuss disruption and why it is important to think about when you are making investment plans.