News and Commentary

Relatable Finance Podcast Episode 141: Recent Turmoil in the Chinese Stock Market

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Posted on February 12, 2024 by

China seems to have been in the news a lot recently, particularly as tensions with the U.S. seem elevated. Interestingly, China’s stock market has been under pressure while the U.S. market and economy continues to perform better than many expected. Join the South Florida relatable finance guys as they discuss China and the U.S. markets.

Social Security Announces Significant Cost of Living Increase for 2024 By Lee F. Hediger

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Posted on January 16, 2024 by Lee Hediger

The nation’s 71 million recipients of Social Security and/or Supplement Security (SSI) benefits are seeing those payments rise by 3.2 percent in 2024, a sharp contrast to last year’s 8.7 percent increase. According to the Social Security Administration, the 2024 cost-of-living adjustment (COLA) represents an additional benefit of $50 per recipient each month. The Social […]

IRS Announces Retirement Savings Plan Contribution Limits for 2024 By Danielle Keyes

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Posted on December 27, 2023 by Danielle Keyes

The IRS released its 2024 cost-of-living adjustments for retirement savers. Among the highlights are higher annual contribution limits to qualifying plans and higher income limits for individuals to make deductible contributions to traditional Individual Retirement Arrangements (IRAs) or make a taxable contribution to a Roth IRA. Employer-Sponsored Retirement Plans For 2024, the maximum contribution employees […]

What is Tax-Loss Harvesting? By Todd A. Moll, CFP®, CFA

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Posted on December 19, 2023 by Todd Moll

While investors welcome market gains, they should not overlook the substantial tax liabilities their positive-performing investments may incur when it comes time to sell. Generally, investors are subject to capital gains tax as high as 37 percent when they sell non-retirement investments, real estate or other appreciating assets. However, it is possible for investors to […]

Relatable Finance Podcast Episode 137: Do Annual Predictions Really Matter?

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Posted on December 12, 2023 by

In this episode, the South Florida relatable finance guys discuss market commentators making annual return predictions for various parts of the market for calendar year 2024. They discuss if these matter, how difficult they are to predict and what they focus on instead to help their clients achieve their goals.

Provenance Wealth Advisors’ CEO Eric Zeitlin Featured in South Florida Business Journal

Posted on November 29, 2023

FORT LAUDERDALE, FL – November 17, 2023 – PWA CEO and Managing Director Eric P. Zeitlin was recently profiled in the South Florida Business Journal to discuss his market outlook and what it means to move into South Florida. “I love the diversity and culture of South Florida,” said Zeitlin. “It was an honor to […]

Relatable Finance Podcast Episode 136: Piecing It All Together

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Posted on November 28, 2023 by

There is a lot going on in the world right now, from geopolitical conflict outside of the United States, to internal political drama within. In this episode, the South Florida relatable finance guys discuss how to block out the noise of bond yields rising, and a volatile stock market, then piecing it all together to […]

401(k) Plans Help Employers Attract, Retain Workers Without Increasing Costs, Administrative Headaches By Olga Ismail

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Posted on November 16, 2023 by Olga Ismail

Ongoing economic uncertainty, persistently high inflation and a tight labor market have made it increasingly difficult for employers to attract and retain top talent. However, according to the result of a recent survey, one of the best ways employers can differentiate themselves from the competition is to offer a retirement savings plan with an employer […]

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