FT. LAUDERDALE, FL – March 24, 2022 – Provenance Wealth Advisors announced that Barron’s has once again named PWA Chief Investment Officer and Director Todd Moll, CFP®, CFA, to the annual list of top 1,200 financial advisors in the country for the eighth consecutive year. Moll is No. 32 in Barron’s as one of the […]
No one wants to think about spending their golden years in a nursing home or with round-the clock nursing assistance for basic self-care tasks, such as eating, dressing, bathing and using the bathroom. Yet, according to AARP, approximately 52 percent of Americans turning 65 this year will require some sort of long-term care services and […]
In this episode, the relatable finance guys discuss what the media means when they say rising interest rates and how this affects investors, borrowers and basically everyone. We also dive into how this has recently affected certain areas of the stock market.
Your income-tax liabilities for a particular year generally are set by the time the clock strikes midnight on December 31. However, there are some last-minute moves you can make in the New Year to reduce your tax bill before the individual income tax filing and payment deadlines in April. Max Out Retirement Savings Opportunities You […]
Physicians and other healthcare providers recognize the inherent risks of their profession, including legal and financial exposure to claims of medical malpractice. However, this professional liability is merely the tip of the iceberg when considering the legal minefield most all professionals must navigate when operating a business, employing staff, owning property and even driving a […]
This episode discusses some of the recent market volatility to start the year, and a recent market commentary letter from influential investor Jeremy Grantham.
Trusts can play a critical role helping individuals protect their wealth and ensure the efficient and private transfer of assets to beneficiaries after their passing. However, because the depth of breadth of different trust instruments are so vast, individuals must carefully structure their trusts in such a way that meets their unique needs and goals. […]
In this episode, we discuss some background on a long history of tensions between the two countries and some commentary on market and economic implications.
As we entered 2022, several factors captured the market’s attention, including higher-than-average equity valuations, rising interest rates, supply chain issues and the degree to which they influence the higher-than-normal-inflationary readings. One issue that we did not expect to escalate as quickly as it has is the current situation between Russia and Ukraine. How this Started […]
LAUDERDALE, FL – February 24, 2022 – PWA Director and RJFS Financial Advisor Sean Deviney, CFP®, was recently appointed to the board of the Memorial Hospital Foundation and the Joe DiMaggio Children’s Hospital Foundation. In this role, he will work with board members to provide philanthropic support that helps to ensure safe, quality and cost-effective […]
In this episode, we discuss the various elements to the return you receive on investments including income, taxation and some of the different types of accounts you can invest through.
One of the most critical yet often forgotten steps in the estate-planning process is preparing a surviving spouse to take over a family’s financial affairs. Even if you checked off all the boxes on your estate-planning to-do list, creating a will, properly titling accounts, naming beneficiaries and structuring assets for tax efficiency, your plan may […]
In this episode, the relatable finance guys discuss financial fraud, particularly the Madoff Ponzi scheme, and the regulations in place to protect investors from future fraud. This includes discussion on the SEC, FINRA and steps to take to keep your money safe.
The pandemic and ensuing “Great Resignation” are accelerating an already concerning rate of leakage from employers’ 401(k) plans, negatively impacting both employers’ costs and plan participants’ retirement readiness. In this environment, it is especially critical for businesses to educate employees about the rules for early withdrawals and separations from service and the options available to […]
In this episode, the relatable finance guys assess the current strength of the economy, the outlook for the coming year and how these could impact investable asset returns.
