News and Commentary

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 […]

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.

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