In this episode, the relatable finance guys talk about the importance of living within your means and things to consider when you are thinking about your spending patterns.
In this episode the relatable finance guys talk about gambling vs investing and how this plays into investing decisions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Index performance does not include transaction costs or other fees, which […]
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 […]
In this episode, the relatable finance guys talk about the FIRE trend and smart steps for listeners to consider.
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. […]
In this episode, the relatable finance guys share tips for assessing the strength of the economy and how to apply this knowledge to your decision making.
In this episode the relatable finance guys discuss why diversification is important and how dollar cost averaging impacts a portfolio. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Indices are not available for direct investment. Any investor who […]
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 […]
As the saying goes, there are only two certainties in life: death and taxes. An unwillingness to plan for either is a recipe for disaster. Individuals who pass away without a will essentially hand the keys to their kingdom and control of their assets over to the states where they reside. Without a will, intestate […]
In this episode, the relatable finance guys explain international currencies and how they might impact an investment strategy.
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 […]
In this episode the relatable finance guys share tips on setting long and short-term goals.
In this episode the relatable finance guys share tips and things to think about if you are lucky enough to receive a financial windfall.
In this episode, the relatable finance guys explain the world of interest rates.
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 […]