In this episode, the relatable finance guys share their thoughts on what should be considered a “Major Financial Event” and what you should think about at that time.
FT. LAUDERDALE, FL – Dec. 31, 2018 – Provenance Wealth Advisors today announced that the National Association of Plan Advisors (NAPA) has named Sean Deviney to its Top 100 Under 40 list for 2019. More than 500 advisors were considered for the list and judging was based on a combination of qualitative and quantitative data. […]
In this episode the guys share their thoughts on returns and a comprehensive portfolio.
In this episode the guys explain the role and importance of the Federal Reserve.
The good news is that the 401(k) has become one of the primary sources of retirement savings for most Americans, with 74 percent of workers actively participating in these plans, according to the Employee Benefits Research Institute (EBRI). The bad news is that some workers view these savings as a piggy bank they can tap […]
In this episode the guys explain tariffs and how they can impact business and the markets.
SARASOTA, FL – October 22, 2018 – Financial advisor Robert Weiss, CFA®, has joined Provenance Wealth Advisors as a regional director and financial advisor based in the firm’s new Sarasota office. Weiss has more than 35 years of experience in investment strategies, financial planning and life insurance solutions. “Rob is a terrific addition to our […]
In this episode the guys discuss why you should consider taking a chance on the stock market.
In this episode the guys discuss how to keep your cool when the markets are hot.
In this episode, the guys discuss how to keep your thinking long-term, even in the face of instant gratification.
In this episode, the guys discuss behavioral impacts on investing, FOMO and what to do with investing tips.
In this episode the guys share their thoughts on things you can and cannot control related to money, savings, taxes and social security.
In this episode, the guys explain the basics of budgeting, saving and debt and share tips on making them work for you.
In this episode, Joseph Karl and Shane Phillips discuss debt, saving and budgeting.
MIAMI, FL – Jan. 15, 2018 – Oscar Castellanos, AAMS, WMS, and Melvin Perez, CFP®, have joined Provenance Wealth Advisors as financial advisors based in the firm’s Miami office. Castellanos and Perez have nearly 40 years of collective experience. Both specialize in financial planning, portfolio management and estate planning for domestic and international clients. “We […]