News and Commentary

IRS Lifts Restrictions on 401(k) Loans and Hardship Distributions for Victims of Hurricanes Florence and Michael by Sean Deviney, CFP

Posted January 23, 2019

Qualifying victims of the 2018 hurricane season, which included hurricanes Florence and Michael, will have an easier time accessing the money they have in employer-sponsored retirement savings plans now that the IRS has lifted restrictions and red tape that typically apply to requests for loans and hardship distributions. To qualify for this relief, hardship withdrawals […]

2019 Market Outlook by Joseph Karl, CFA

Posted January 15, 2019

There is little doubt that the equity markets took investors on a wild and volatile ride in 2018. After the market reached an all-time high in September, a number of political and economic concerns led to a market sell-off in the fourth quarter, when the S&P 500 declined nearly 20 percent from its September highs […]

Why You Are Never Too Young To Think About Life Insurance by Scott Montgomery, CLU, ChFC

Posted January 15, 2019

Death is often the furthest thing on the minds of twenty-somethings who are just beginning their careers and enjoying the freedom and opportunities that come with their post-college life. However, introductions into adulthood also come with a long list of responsibilities, liabilities and risks that require carefully consideration and planning. In the unfortunate and tragic […]

It’s Never Too Early for Business Owners to Plan their Exits by Eric P. Zeitlin

Posted January 9, 2019

One of the biggest challenges entrepreneurs must confront is how and when they will exit the businesses that they spent the majority of their lives building. After all, business owners view their companies as extensions of their personal identities. They neither have the desire nor the time to think about what will happen if and […]

Provenance Wealth Advisors’ Sean Deviney Included on NAPA’s Top 100 Under 40 List

Posted December 31, 2018

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. […]

Market Commentary December 21, 2018 by Joseph Karl, CFA

Posted December 21, 2018

With the S&P 500 down just over three-percent this week thus far, markets have continued their choppy nature that started in October. Since the pullback began, the S&P 500 is down over -14% since the highs in October and in negative territory for the year. The pullback began with a number of concerns over higher […]

Active or Passive? Is there a correct answer? by Shane Phillips, CFA, CAIA, CFP

Posted December 19, 2018

Ever since the creation of the first investable index fund in 1975, investors have debated whether it is better to invest in actively managed or passively managed investments. Is one good and the other bad? No. Is one better than the other? Not necessarily. Should you focus on purely utilizing one over the other? Probably […]

There’s Still Time for Savers to Contribute to Retirement Plans in 2018 by Sean Deviney, CFP

Posted December 5, 2018

As we near the end of 2018, the IRS urges taxpayers to remember that they still have time to max out their retirement plan contribution for the 2018 tax year and potentially reduce their taxable income. Employer-Sponsored Retirement Plans Workers who are eligible to participate in employer-sponsored 401(k), 403(b), 457 plans can contribute up to […]

8 Year-End Strategies for Retirement Savers by Kathleen Marteney, CRPC

Posted November 28, 2018

Thanksgiving is in the rearview mirror and another year is quickly coming to an end, leaving investors with a limited amount of time to maximize their retirement savings in the most tax-efficient manner. Following are some steps to consider taking before Dec. 31, 2018. Max out your contribution to a workplace 401(k) retirement plan. For […]

Managing your Online Legacy and Digital Assets after Death by Eric P. Zeitlin

Posted November 14, 2018

In our hyper-social world, we increasingly store and share our personally identifiable information online through a variety of social media outlets, cloud-computing technologies and digital devices. Your online identity could become a challenge in the event that you pass away or if you become incapacitated and can no longer access your accounts. Do family members […]

Investing is no Place for Emotions and Knee-Jerk Reactions by Scott Montgomery, CLU, ChFC

Posted November 7, 2018

The equity markets provide opportunities for investors to build wealth, but not without risks. Before putting any money into the public markets or any investment vehicles, you should take the time to consider your long-term goals, risk tolerance and time horizon. When these factors are accounted for in a well-thought-out strategy, you may be better prepared […]

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