News and Commentary

Relatable Finance Episode 22 – Cannabis Investing

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Posted on June 25, 2019 by Shane Phillips

In this episode the relatable finance guys consider the question of investing in cannabis stocks.     Provenance Wealth Advisors (PWA) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services are offered through Provenance […]

Relatable Finance Podcast Episode 20 – Inflation

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Posted on May 28, 2019 by Shane Phillips

In this episode the relatable finance guys explain inflation: what it is, how it happens and why it is impactful.         Provenance Wealth Advisors (PWA) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. […]

What Happens when Financial Advisors Declare their Independence? by Eric Zeitlin

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Posted on April 24, 2019 by Eric Zeitlin

After spending more than 25 years in the financial services industry, first on the bond desk in Canada and more recently at one the world’s leading investment banking and wealth management firms, Rob Weiss, CFA, made a significant career move. In 2018, he went independent, joining Provenance Wealth Advisors (PWA) as a financial advisor and […]

Finding a Balance between Paying Off Debt and Saving for Retirement by Brendan T. Hayes

Posted on April 03, 2019

According to the Federal Reserve, household debt continued to increase in 2018 with Americans owing more than $13.5 trillion at the end of the third quarter. In addition to the obvious challenges this debt may create, it may also be a primary reason why so many Americans have not saved enough to afford an eventual […]

UPDATED Plugging the Leak on 401(k) Plan Early Withdrawals by Sean Deviney, CFP®

Posted on February 26, 2019

American businesses appear to be doing a good job of helping their workers prepare for an eventual retirement by establishing and encouraging employees to contribute to 401(k) retirement savings plans. However, U.S. workers often view their growing retirement account balances as a convenient till they can tap into to pay for everyday expenses before they […]

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