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Charitable and Philanthropic Planning
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`Pages`

`Posts`

‘Tis the Season for Annual Benefits Plan Notices
2013 Economic Outlook
2014 Economic Letter
2015 Economic and Equity Market Outlook
2017 Economic and Market Outlook by Joseph Karl, CFA
2017 Mid-Year Outlook by Joseph Karl, CFA
3 Questions for Selecting a Financial Advisor under New Fiduciary Rules by Eric P. Zeitlin
3 Savings Strategies for Recent College Grads by Stefan Pastor
4 Strategies to Apply during Life to Reduce Estate Taxes after Death by Eric P. Zeitlin
4 Tips for Selecting a Financial Advisor by Eric P. Zeitlin
4 Tips to Help Women Prepare for and Survive the Financial Impact of a Divorce by Kathleen Marteney, CRPC
4 Ways to Make Charitable Gifts Go Further by Lee F. Hediger
401(k) Plans Can Land Employers in Court by Sean Deviney
5 Estate Planning Gifts to Give Your Children by Scott Montgomery, CLU, ChFC
5 Financial Factors to Consider Before Saying I Do by Kathleen Marteney, CRPC
5 Timely Mid-Year Financial-Planning Considerations by Eric P. Zeitlin
6 Facts to Know about Capital Gains and Losses by Brendan T. Hayes
6 Habits to Adopt Now to Help Ensure a Successful Retirement Later by Lee F. Hediger
6 Ways to Use your Year-End Bonus by Scott Montgomery, CLU, ChFC
8 Tips to Help Women Improve Financial Literacy by Kathleen Marteney, CRPC
A Fair Inheritance is in the Eye of the Beholder by Lee F. Hediger
A Perfect Storm is Brewing for Tax-Advantaged Real Estate Structuring and Estate Planning by Eric P. Zeitlin
Addressing the Choice of Traditional IRA or Roth IRA by Brendan T. Hayes
Am I Too Young to Consider Life Insurance? by Stefan Pastor
American Taxpayer Relief Act of 2012
An Alternative Year-End Estate Planning Strategy for Wealthy Families by Scott Montgomery, CLU, ChFC
Are Guaranteed Income Options Right for your 401(k) Plan? by Sean Deviney, CFP
Are You Financially Prepared for an Emergency? by Brendan T. Hayes
Are You Prepared to Manage Your Online Life After Death? by Stefan Pastor
Assessing Long-Term Care Insurance Options by Scott Montgomery, CLU, ChFC
Assessing the Markets Post-Presidential Election by Joseph Karl, CFA
Avoiding Basic, and Most Common, Estate Planning Disasters by Scott Montgomery, CLU, ChFC
Be Vigilant, Protect Yourself from Rampant Identity Theft by Stefan Pastor
Benefits of a Global Equity Investment Portfolio by Shane Phillips
Berkowitz Pollack Brant’s Affiliate Provenance Wealth Advisors Recognized for Assets Under Advisement
Berkowitz Pollack Brant’s Affiliate Provenance Wealth Advisors Recognized for Assets Under Advisement
Berkowitz Pollack Brant/Provenance Wealth Advisors Recognized for Assets Under Advisement
Bond Market Update August 17, 2015
Bond Market Update September 14, 2015
Bond Market Update September 21, 2015
Bond Market Weekly Update – March 10, 2014
Can I Borrow from my 401(k) Retirement Savings? by Olga Ismail
Can I Take an Early Withdrawal from my Retirement Account? by Lee F. Hediger
Celebrating 15 Years
Combining Investment Strategies to Improve College Savings by Stefan Pastor
Commentary on Declines on the Equity Markets October 15, 2014
Deadline Looms for Retirement Plans to Comply with Same-Sex Marriage by Ed Cooper, CPA
Department of Labor Rolls out Fiduciary Rules to Protect Retirement Savers by Eric P. Zeitlin
Do You Know How to Maximize Social Security Benefits? by Lee F. Hediger
Don’t Forget Qualified Retirement Plans when Considering a Business Sale or Acquisition by Sean Deviney, CFP
Don’t Forget Retirement Savings When Changing Jobs by Sean Deviney, CFP
Economic Letter – U.S. Manufacturing Renaissance
Economic Outlook 2014
Effects of Low Interest Rates by Shane Phillips, CFA, CAIA
Election Season and Your Investments by Shane Phillips, CFA, CAIA
Estate Planning for the Sandwich Generation by Brendan T. Hayes
Estate Planning Numbers to Know in 2017 by Eric Zeitlin
Estate Planning Tips for Blended Families by Kathleen Marteney, CRPC
Families Without Children Need Estate Planning Too by Brendan T. Hayes
Financial Planning at Every Age and Stage of Life by Stefan Pastor
Finding a Balance between Paying Off Debt and Saving for Retirement by Brendan T. Hayes
Fixed Income Weekly Primer
Fixed Income Weekly Primer – April 14, 2014
Fixed Income Weekly Primer – April 21, 2014
Fixed Income Weekly Primer – April 7, 2014
Fixed Income Weekly Primer – March 31, 2014
Fixed Income Weekly Primer August 18, 2014
Fixed Income Weekly Update
Fixed-Income Weekly Primer – April 28, 2014
Fixed-Income Weekly Primer – March 17, 2014
Fixed-Income Weekly Primer – May 5, 2014
Fixed-Income Weekly Primer August 11, 2014
Fixed-Income Weekly Primer August 24, 2015
Fixed-Income Weekly Primer August 25, 2014
Fixed-Income Weekly Primer August 4, 2014
Fixed-Income Weekly Primer December 29, 2014
Fixed-Income Weekly Primer July 14, 2014
Fixed-Income Weekly Primer July 21, 2014
Fixed-Income Weekly Primer July 6, 2015
Fixed-Income Weekly Primer June 16, 2014
Fixed-Income Weekly Primer June 23, 2014
Fixed-Income Weekly Primer June 30, 2014
Fixed-Income Weekly Primer June 9, 2014
Fixed-Income Weekly Primer March 23, 3015
Fixed-Income Weekly Primer March 30, 2015
Fixed-Income Weekly Primer May 12, 2014
Fixed-Income Weekly Primer November 17, 2014
Fixed-Income Weekly Primer November 24, 2014
Fixed-Income Weekly Primer November 3, 2014
Fixed-Income Weekly Primer October 14, 2014
Fixed-Income Weekly Primer October 20, 2014
Fixed-Income Weekly Primer September 15, 2014
Fixed-Income Weekly Primer September 2, 2014
Fixed-Income Weekly Primer September 22, 2014
Fixed-Income Weekly Primer September 28, 2015
Fixed-Income Weekly Primer September 8, 2014
Fixed-Income Weekly Primer September 8, 23015
Fixed-Income Weekly Report September 29, 2014
Florida Law Addresses Residents’ Digital Assets in Estate Plans by Stefan Pastor
Florida Residents: Start Saving Now for a Child’s Future College Education by Brendan T. Hayes
Future Outlook for the U.S. Equity Markets
Government Offers Alternative Savings Tool for Special Needs Families by Lee Hediger
Harvesting Investment Losses Can Preserve Tax Efficiency by Todd Moll, CFP, CFA
How Employers Can Improve Workers’ Savings, Reduce 401(k) Management Costs by Sean Deviney, CFP
How the President’s Budget Proposal Would Affect Retirement Savings by Sean Deviney, CFP
How to Avoid Penalties from Early Distributions from Retirement Accounts by Brendan T. Hayes
How to Protect Children’s Inheritances when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC
How Women Can Establish Financial Independence Following Divorce by Kathleen Marteney, CRPC
How Young Couples Can Manage Financial Conflicts by Stefan Pastor
Hurricane Irma Update
Income, Estate and Retirement Planning with Taxes in Mind by Eric P. Zeitlin
Inflation Adjustments to Know in 2016 by Eric P. Zeitlin
Inflation’s Effect on your Long-Term Financial Goals by Shane Phillips, CFA, CAIA
Innovative Businesses Offer a Compelling Financial Benefit to Employees by Sean Deviney, CFP
Investors Must Remain Alert, Protect Themselves from Rising Risks of Identity Theft by Stefan Pastor
Investors over 70 ½ Face Looming Required Retirement Plan Distributions for 2015 by Lee F. Hediger
IRA Accounts are Not Always Protected in Bankruptcy by Scott Montgomery, CLU, ChFC
IRS Announces 2017 Limitations on Retirement Plan Contributions by Sean Deviney, CFP
IRS Guidance May Help Retirement Plan Sponsors Substantiate Participants’ Hardship Withdrawals by Sean Deviney, CFP
IRS Lifts Restrictions on 401(k) Loans and Hardship Distributions for Hurricane Victims by Sean Deviney, CFP
IRS to Allow Only One IRA Rollover Each Year Beginning in 2015 by Sean Deviney
Is a Donor-Advised Fund Right for You? by Scott Montgomery, CLU, ChFC
Is it Better to Rent or to Buy a Home? by Stefan Pastor
Is March the Last Month New Yorkers Can Make Tax-Free Gifts? By Jeff Mutnik, CPA/PFS
Is Your Money in the Right Place for You? by Stefan Pastor
It’s Not too Late for a Mid-Year Financial Checkup by Scott Montgomery, CLU, ChFC
Kathleen Marteney Joins Provenance Wealth Advisors
Lessons Learned from Prince’s Untimely Death by Scott Montgomery, CLU, ChFC (updated)
Look before you Leap into Cosigning a Loan by Stefan Pastor
Look No Further Than your Tax Return for Wealth-Building Opportunities by Eric Zeitlin
Managing Finances When the Kids Move Back Home by Brendan T. Hayes
Market Outlook July 13, 2015
Market Turbulence Signals Opportunity to Revisit Financial Plan by Todd Moll, CFP, CFA
Market Update – August 2015
Mistitled Accounts Can Spell Disaster for Estate Plans by Stefan Pastor
Moving Forward After the Death of a Spouse by Kathleen Marteney, CRPC
Municipal Bond Investor Weekly
Municipal Bond Investor Weekly – March 17, 2014
Municipal Bond Investor Weekly Update March 10, 2014
Municipal Strategy Quarterly August 2014
New Law Allows Individuals with Disabilities to Create their own Special Needs Trusts by Lee F. Hediger
New Rules of Financial Planning for LGBT Couples by Scott Montgomery, CLU, ChFC
Parents of Special Needs Children and Estate Planning by Lee Hediger
Paul Carman Joins Provenance Wealth Advisors
Planning for Spending during Retirement by Todd A. Moll, CFP, CFA
Post-Hurricane Irma Message For Clients
Post-Hurricane Irma Message for Employees
Post-Irma Message for Clients
Potential Changes in Tax Laws may Spur Changes to Existing Estate Plans by Eric Zeitlin
Pre-Planning Transfers of Business Ownership Helps to Ensure a Smooth Future by Eric Zeitlin
Prince’s Estate: The Saga Continues by Scott Montgomery, CLU, ChFC
Provenance Wealth Advisors Recognized for Assets Under Advisement
Provenance Wealth Advisors Recognized for Assets Under Advisement
Provenance Wealth Advisors Selects Raymond James Financial Services as Broker/Dealer
Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Again Included in Top 400 Financial Advisors List
Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Included in Top 400 Financial Advisors List
Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized by Barron’s
Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized by Barron’s
Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized by Financial Times
Provenance Wealth Advisors’ Kathleen Marteney Honored by Cincinnati Magazine as a Five-Star Advisor
Provenance Wealth Advisors’ Sean Deviney Included in Inaugural FT 401 List
Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized by Barron’s
PWA 15th Anniversary Video
Quarterly Investment Strategy Report – April 2014
Raymond James Message About Hurricane Harvey Relief Efforts
Response to PIMCO Announcement
Retirees, Disabled Face Lowest Cost of Living Increase in Social Security Benefits by Lee F. Hediger
Retirement Plans Specialist Sean Deviney Honored by InvestmentNews
Richard Berkowitz on Financial Services And The CPA, An Innovative Path To Success
Six-Year Deadline for Retirement Plan Sponsors Comes Up in 2016 by Sean Deviney, CFP
Special Needs Trusts Provide Additional Support for Disabled Family Members by Lee F. Hediger
Sponsors of 401(k) Plans Must Heed Supreme Court Warning by Sean Deviney, CFP
Stocks – And Caution – Rise in February – by Todd Moll
Taxable Strategy Quarterly – April 2014
The 4 Cs of Financial Advisor Credentials by Todd Moll, CFP, CFA
The Dow Hit 20,000 and Why it Might Not Matter by Shane Phillips, CFA, CAIA
The Five Most Common Mistakes Made in an Estate Plan by Scott Montgomery
The Government’s Win from Prince’s Death by Scott Montgomery, CLU, ChFC
The Hidden Dangers of Investing in a Low-Interest Rate Environment by Todd A. Moll, CFP, CFA
The Importance of Selecting and Updating Beneficiaries by Scott Montgomery, CLU, ChFC
The President Unveils Plans for Tax Reform by Barry M. Brant, CPA
The Reality of Investing: A Look into Behavioral Finance by Shane Phillips, CFA, CAIA
The Reality of Investing: A Look into Behavioral Finance by Shane Phillips, CFA, CAIA
There’s Still Time to Make Retirement Contributions for 2015 by Brendan T. Hayes
Think You’re Too Young to Save for Retirement? Think Again by Stefan Pastor
Think your IRA is Protected in Bankruptcy? Not Always by Scott Montgomery, CLU ChFC
Thomas J. Scanlan Joins Provenance Wealth Advisors
Tips to Teach Kids to be Financially Independent by Brendan T. Hayes
Todd Moll Included in Barron’s List of Top Advisors
Todd Moll Quoted in Forbes.com Article
Todd Moll Shares Investment Philosophy with Readers of The Suit
U.S. Federal Reserve Hikes Interest Rates for First Time Since 2006
U.S. Residents with Non-Resident Spouses Face Challenging Estate Planning by Scott Montgomery, CLU, ChFC
Ways to Help Save a Marriage from Financial Infidelity by Stefan Pastor
What Does the Executive Order Delaying Fiduciary Rules Mean to Investors? by Todd A. Moll, CFP, CFA
What does the Federal Interest Rate Hike Mean to your Wallet? by Scott Montgomery, CLU, ChFC
What is Probate? by Lee F. Hediger
What is Tax-Loss Harvesting? by Todd A. Moll, CFP®, CFA
What the End of Quantative Easing Means to You
When Might the Next Market Pullback Occur? By Shane Phillips, CFA, CAIA
Who Will Care For Fido When You Are Gone? by Lee F. Hediger
Why You Should Remember Qualified Charitable Distributions in Your Estate Planning by Lee F. Hediger
Why Your Insurance Policies Need Regular Check-Ups by Scott Montgomery
William G. McKenna Joins Provenance Wealth Advisors
Women Need Estate Plans Too by Kathleen Marteney, CRPC®
Women Need Walking-Out-the-Door Money by Kathleen Marteney, CRPC
You’re Never Too Young to Begin Estate Planning by Stefan Pastor

`Press Releases`

Paul Carman Joins Provenance Wealth Advisors
Provenance Wealth Advisors’ Kathleen Marteney Honored by Cincinnati Magazine as a Five-Star Advisor
Thomas J. Scanlan Joins Provenance Wealth Advisors
William G. McKenna Joins Provenance Wealth Advisors

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