News and Commentary

Financial Advisors May Help Investors Achieve Tax Alpha By Joseph Karl, CFA

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Posted on October 17, 2023 by Joseph Karl

It is no secret that taxes can take a big bite out of investment returns. Consequently, it is essential to thoroughly analyze the short- and long-term tax implications of your investment decisions with an eye toward achieving tax alpha, or the added value that comes from implementing strategies that effectively reduce tax burdens on portfolio […]

Provenance Wealth Advisors Launches PWA Securities, LLC

Posted on October 16, 2023

FT. LAUDERDALE, FL, October 16, 2023 – Provenance Wealth Advisors launches PWA Securities, LLC in its latest evolution to provide clients a more progressive broker dealer with a wider range of financial opportunities. PWA Securities, LLC will enable the firm’s advisors and estate planners to tap a broader array of investment vehicles and opportunities to […]

4 Non-Tax Benefits of Estate Planning By Eric Zeitlin

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Posted on October 11, 2023 by Eric Zeitlin

Though much of estate planning focuses on implementing strategies to minimize federal taxes, there are several other reasons why individuals of all income levels should engage in the planning process under the guidance of experienced professionals. Ensure your Wishes are Followed If you do not have a valid will at the time of your death, […]

Relatable Finance Podcast Episode 132: Is a recession coming?

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Posted on September 26, 2023 by

While many have been calling for a recession, the U.S. economy has been remarkably resilient up to this point. Listen as the relatable finance guys dive into some of the factors that have helped the economy stay so strong up to this point, and what may be in store ahead.

Protecting Against Elder Financial Abuse by Robert Mark Weiss, CFA

Posted on September 21, 2023 by

According to the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN), financial abuse of Americans aged 60 and older increased during the pandemic with an estimated $27 billion in losses. More startling is that in 72 percent of these crimes, the victim knew the perpetrator, who was either a caregiver, a fiduciary or […]

What is a Financial Plan? By Lee F. Hediger

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Posted on September 13, 2023 by Lee Hediger

A financial plan is a written document that lays out your future financial, business and lifestyle goals and maps out comprehensive strategies for achieving them. Contrary to popular belief, financial planning is not just for the wealthy. Instead, it is a critical planning tool that can help individuals at all income levels make informed financial […]

Families Without Children Need Estate Planning Too by Brendan T. Hayes

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Posted on August 30, 2023 by Brendan Hayes

The once idealized picture-perfect family of two parents and two-and-a-half children has faded as a growing number of married couples choose to live child-free. According to the U.S. Census Bureau, the number of married couples without children has doubled over the past 45 years and is expected to continue on an upward trend. Despite the absence […]

Streamlined Annual Reporting Available to More Employee Benefit Plan Sponsors for 2023 Plan Year By Sean Deviney, CFP®*

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Posted on August 24, 2023 by Sean Deviney

Earlier this year, the IRS, Department of Labor (DOL) and Pension Benefit Guaranty Corporation (PBGC) issued final changes to the annual reporting requirements of employee benefit plan sponsors for their 2023 filings of IRS Forms 5500 and 5500-SF. The revisions were introduced as part of the Setting Every Community Up for Retirement Enhancement Act of […]

Income, Estate and Retirement Planning with Taxes in Mind by Eric P. Zeitlin

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Posted on August 15, 2023 by Eric Zeitlin

Engaging in estate and financial planning without paying attention to taxes can be a fool’s errand. Tax awareness can be tantamount to all aspects of saving, investing and spending. Failure to consider the tax implications of any estate or financial plan component may negatively affect expected returns and result in significant tax liabilities. Tax Terms […]

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