Sitemap
Team
- Eric P. Zeitlin
- Lee F. Hediger
- Todd A. Moll, CFP®, CFA
- Scott Montgomery, CLU, ChFC
- Doug Gerrard
- Sean Deviney, CFP®
- Oscar Castellanos, AAMS, WMS
- Jamel Gordon, CFP®
- Brendan T. Hayes
- James E. Kunkel
- William G. McKenna, ChFC
- Kathleen G. Marteney, CRPC
- Melvin Perez, CFP®
- Robert Mark Weiss, CFA
- Joseph Karl, CFA
- Shane Phillips, CFA, CAIA, CFP®
- Jill Gedigian
- Thomas Scanlan
- Martha Swain, CLU, ChFC, CFP®
- Jessica Pendergraft
- Olga Ismail, AIF
- Megan Edelson
- Morgan Hill
- Lisa Donelson
- Naomi Wolowitz
- Lauren Bernal
- Reilly Bayer
- Tia Wells
- Carolina Rojas
- Lisa Berberian
- Michelle Farris
- Ericka King
- Rene Gonzalez
- Brooke Martin
- Anita Pfriem
- Heidy Gomez
- Alda Ribeiro Repetto
- Donna Santangelo
- Mariela Pelati
- Amy Saxner
- Isaiah Burist
- Melissa Mastrorilli
- Carlos Meneses
- Alexandra G. Torrens-Vilas
- Melanie Bolster
- Victoria Letunich
- Marta Otero
Posts
- Provenance Wealth Advisors Included on InvestmentNews’ Best Places to Work for Financial Advisors
- 2020 Third-Quarter Market Update and Outlook by Joseph Karl, CFA
- 2021 Federal Tax Guide
- 4 Critical Actions to Help Recession-Proof Your Finances by Jamel Gordon, CFP
- 401(k) Plan Sponsors Must Be Careful of Unintended Partial Plan Terminations By Olga Ismail
- 6 Critical Financial Moves for College Athletes Heading to the Pros By Jamel Gordon, CFP®
- 6 Habits to Adopt Now to Help Ensure a Successful Retirement Later by Lee F. Hediger
- 7 Smart Money Moves to Maximize Year-End Bonuses by Kathleen Marteney, CRPC
- 8 Tips to Help Women Improve Financial Literacy by Kathleen Marteney, CRPC
- 8 Year-End Strategies for Retirement Savers by Kathleen Marteney CRPC®
- 8 Year-End Strategies for Retirement Savers by Kathleen Marteney, CRPC
- A Fair Inheritance is in the Eye of the Beholder By Lee F. Hediger
- A Sane Strategy for Planning Through Life Transitions By Kathleen Marteney, CRPC®
- Assessing Long Term Care Insurance Options by Scott Montgomery
- Assessing Long-Term Care Insurance Options by Scott Montgomery, CLU, ChFC
- Avoid the Problems that Can Come with Cosigning Loans by Kathleen Marteney, CRPC
- Avoiding Basic, and Most Common, Estate Planning Disasters by Scott Montgomery, CLU, ChFC
- Berkowitz Pollack Brant’s Affiliate Provenance Wealth Advisors Recognized for Assets Under Advisement
- Bitcoin and Blockchain 101 by Todd A. Moll, CFP, CFA
- Can I Borrow from my 401(k) Retirement Savings? by Olga Ismail
- Charitable Giving Provides Greater Impact, Tax-Efficiency in 2020 by Eric P. Zeitlin
- COVID-19 Forced Individuals to Plan for Worst-Case Scenarios By Kathleen Marteney, CRPC®
- COVID-19 Relief Bill Temporarily Suspends Partial Termination Rules for 401(k) Sponsors By By Sean Deviney, CFP®
- Critical Financial Planning for Widows and Widowers by Kathleen Marteney, CRPC
- Deadline Approaches for Senior Citizens to Take Required Minimum Distribution from Retirement Plans by Robert Mark Weiss, CFA
- Department of Labor Rolls out Fiduciary Rules to Protect Retirement Savers by Eric P. Zeitlin
- Disaster-Relief Loans Available to Small Businesses Impacted by COVID-19 by Todd A. Moll, CFP®, CFA
- Diversification can be Key in a Rising Interest Rate Environment by Todd A. Moll, CFP, CFA
- Do Foreign Persons Have U.S. Estate Tax Responsibilities? by Melvin Perez, CFP
- Don’t Forget Taxes on Social Security Benefits in Retirement by Lee F. Hediger
- Elections and Their Impact on Investor Returns by Shane Phillips, CFA, CAIA, CFP
- Estate Tax Planning Numbers to Know in 2021 By Todd A. Moll, CFP®, CFA
- Families Can Save More in ABLE Accounts in 2018 to Help Pay for Disability-Related Expenses by Lee Hediger
- Families Have More Options for Using 529 College Savings Plans by Sean Deviney, CFP
- Families Without Children Need Estate Planning Too by Brendan T. Hayes
- Fight Back against Identify Theft with a Free Credit Freeze by Jamel Gordon, CFP®
- Financial Advisors Can Help Guide You Through Major Life Events by Shane Phillips, CFA, CAIA, CFP ®
- Financial Tips when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC®
- Finding a Balance between Paying Off Debt and Saving for Retirement by Brendan T. Hayes
- Foreign Nationals Stuck in the U.S. Due to COVID-19 Receive Tax Relief by Oscar Castellanos, WMS, AAMS®
- Four Steps to Take Charge of Your Finances Now By Olga Ismail
- Helping Aging Parents Decide to Stay in Homes or Move Out by Brendan T. Hayes
- How Can Swap Powers Preserve Wealth for Future Generations? By Eric P. Zeitlin
- How Much Planning Are You Putting Into Your Longest Vacation? Probably Not Enough by Olga Ismail
- How Much Planning Are You Putting Into Your Longest Vacation? Probably Not Enough by Olga Ismail
- How to Carve a Pathway to Strong Financial Wellness by Olga Ismail, AIF
- Income, Estate and Retirement Planning with Taxes in Mind by Eric P. Zeitlin
- Investing is no Place for Emotions and Knee-Jerk Reactions by Scott Montgomery, CLU, ChFC
- IRS Assures Taxpayers of Higher Estate and Gift Tax Exclusions Through 2025 by Eric P. Zeitlin
- IRS Lifts Restrictions on 401(k) Loans and Hardship Distributions for Victims of Hurricanes Florence and Michael by Sean Deviney, CFP
- IRS Sets Retirement Plan Contribution Limits for 2020 by Sean Deviney, CFP
- IRS Sets Retirement Plan Contribution, Eligibility Limits for 2021 By Sean Deviney, CFP®
- Is it Time for a Financial Checkup? by Scott Montgomery, CLU, ChFC
- Is now a good time for a Roth Conversion of your Retirement Savings? By Lee F. Hediger
- Is Now the Time to Consider Insurance Products to Generate Guaranteed Income in Retirement? by Scott Montgomery, CLU, ChFC
- Is your Financial Advisor Putting your Best Interests First? by Eric Zeitlin
- It May be Time to Start Thinking About a Hybrid Long-Term Care Insurance Policy by Scott Montgomery
- Jamel Gordon Joins Provenance Wealth Advisors
- Joining an Independent Broker-Dealer Can Strengthen Financial Advisors’ Capabilities, Help to Improve Client Services by Eric Zeitlin
- Keep an Eye on Estate Planning Through COVID-19 Pandemic by Eric P. Zeitlin
- Lack of Estate Planning Can Lead to Years of Legal Woes by Scott Montgomery, CLU®, ChFC®
- Legacy Planning under Tax Reform by Scott Montgomery, CLU®, ChFC®
- Maintaining the Power of your Power of Attorney By Brendan T. Hayes
- Managing Finances When the Kids Move Back Home by Brendan T. Hayes
- Managing your Online Legacy and Digital Assets after Death by Eric Zeitlin
- Market Update January 2021 By By Todd A. Moll, CFP®, CFA
- Market Update January 2021 By Joseph Karl, CFA®
- Millennials Spark a FIRE (Financial Independence, Retire Early) by Shane Phillips, CFA, CAIA, CFP
- Millennials Spark a FIRE (Financial Independence, Retire Early) by Shane Phillips, CFA, CAIA, CFP
- Multinational Families Can Preserve Privacy in Heightened Regulatory Environment by Oscar Castellanos, WMS, AAMS®
- Now is the Time to Prepare for Potentially Higher Taxes on the Wealthy By Scott Montgomery
- Oscar Castellanos and Melvin Perez Join Provenance Wealth Advisors
- Planning for Spending during Retirement by Todd A. Moll, CFP, CFA
- Plugging the Leak on 401(k) Plan Early Withdrawals by Sean Deviney, CFP®
- Prepare for Financial and Medical Issues before Your Child Heads to College by Scott Montgomery, CLU, ChFC
- Protecting Against Elder Financial Abuse by Robert Mark Weiss, CFA
- Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized Again by Barron’s for Seventh Consecutive Year
- Provenance Wealth Advisors’ Chief Investment Officer Todd Moll on Forbes Best-In-State Wealth Advisors 2021
- Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Ranks on Financial Times’ Top 400 Financial Advisors List
- Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Ranks on Financial Times’ Top 400 Financial Advisors List
- Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized Again by Barron’s for Sixth Consecutive Year
- Provenance Wealth Advisors’ Sean Deviney Included on FT 401 List
- Provenance Wealth Advisors’ Sean Deviney Included on NAPA’s Top 100 Under 40 List
- Provenance Wealth Advisors’ Sean Deviney Promoted to Director
- Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized by Barron’s for Fifth Consecutive Year
- PWA Video – Benefits of Joining an Independent Firm in our Advisors Words
- Raymond James Market Commentary October 29, 2018
- Relatable Finance Episode 21 – FIRE (Financial Independence, Retire Early)
- Relatable Finance Episode 22 – Cannabis Investing
- Relatable Finance Episode 23 – Gambling vs Investing
- Relatable Finance Episode 24 – Living Within Your Means
- Relatable Finance Episode 25 – What China Means for the US Economy
- Relatable Finance Episode 26 – A Deep Dive Into Social Security
- Relatable Finance Episode 27 – How the Government Impacts the Economy
- Relatable Finance Episode 77- The Relationship Between Bonds and the Market
- Relatable Finance Episode 9 – Ways to Increase Your Portfolio Returns
- Relatable Finance Podcast 76 – All Things Cryptocurrency
- Relatable Finance Podcast Episode 1 – Budgeting, Savings and Debt
- Relatable Finance Podcast Episode 10 – Things to Think About When You Have A Major Financial Event
- Relatable Finance Podcast Episode 11 – Where is the Economy Headed?
- Relatable Finance Podcast Episode 12 – Lessons Learned From the 2009 Financial Crisis
- Relatable Finance Podcast Episode 13 – What Is An Investment Strategy?
- Relatable Finance Podcast Episode 14 – Interest Rates and How They Impact Our Lives
- Relatable Finance Podcast Episode 15 – What to Do With a Financial Windfall
- Relatable Finance Podcast Episode 16 – How To Set Financial Goals
- Relatable Finance Podcast Episode 17 – International Currencies
- Relatable Finance Podcast Episode 18 – Diversification and Dollar Cost Averaging
- Relatable Finance Podcast Episode 19 – How to Gauge the Strength of the Economy
- Relatable Finance Podcast Episode 2 – FOMO and What to Do with Investing Tips
- Relatable Finance Podcast Episode 20 – Inflation
- Relatable Finance Podcast Episode 25A – What Goes Into An Economic Forecast
- Relatable Finance Podcast Episode 28 – Financial Terms People Pretend to Know
- Relatable Finance Podcast Episode 3 – Financial Things We Can Control and How to Manage The Ones We Can’t Control
- Relatable Finance Podcast Episode 30 – How Does Gold Fit Into An Investment Plan?
- Relatable Finance Podcast Episode 31 – What is the 90/10 Rule and How Does it Relate to Investing?
- Relatable Finance Podcast Episode 32 – Thoughts About Cash Flow For Families
- Relatable Finance Podcast Episode 33 – Looking at Future Trends That May Impact Investment Decisions
- Relatable Finance Podcast Episode 34 – How Elections Impact the Economy and Markets
- Relatable Finance Podcast Episode 35 – Revisiting The Grady Bunch And Risks They Can Mitigate With Proper Planning
- Relatable Finance Podcast Episode 36 – How To Buy a House
- Relatable Finance Podcast Episode 37 – Don’t Let Financial Issues Lead to Divorce
- Relatable Finance Podcast Episode 38 – Financial New Year’s Resolutions
- Relatable Finance Podcast Episode 39 – Disruption and Why It Can Impact Your Investment Plans
- Relatable Finance Podcast Episode 4 – Long-Term Thinking in a Short-Term World
- Relatable Finance Podcast Episode 40 – ESG Investing
- Relatable Finance Podcast Episode 41 – Coronavirus and the Economy
- Relatable Finance Podcast Episode 42 – The Fed’s Actions During This Economic Crisis
- Relatable Finance Podcast Episode 43 – When Might the Economy Return to Normal?
- Relatable Finance Podcast Episode 44 – Should We Have Seen The Bear Market Coming?
- Relatable Finance Podcast Episode 45 – What Type of Strategy Should Investors Use in Volatile Markets?
- Relatable Finance Podcast Episode 46 – What will the Shape of the Recovery Look Like?
- Relatable Finance Podcast Episode 47- How The Economic Crisis is Impacting a Restaurant Company
- Relatable Finance Podcast Episode 48- Don’t Be Scared of the Stock Market
- Relatable Finance Podcast Episode 49 – A Business Banker Shares How the COVID Crisis is Impacting Small Businesses
- Relatable Finance Podcast Episode 5 – The Unpredictable Stock Market
- Relatable Finance Podcast Episode 50 – How Will We Pay for the COVID Stimulus Packages?
- Relatable Finance Podcast Episode 51 – How is the COVID Crisis Impacting Real Estate? An Interview with a Market Insider
- Relatable Finance Podcast Episode 52 – Vaccines and How They Help the Economy
- Relatable Finance Podcast Episode 53 – The Impact of an Election Year on the Economy
- Relatable Finance Podcast Episode 54 – An Interview with the CEO of the Ft. Lauderdale CVB
- Relatable Finance Podcast Episode 55 – Modern Monetary Theory
- Relatable Finance Podcast Episode 56 – How The Beacon Council Contributes to Economic Development in Miami-Dade
- Relatable Finance Podcast Episode 57 – Which Stock Sectors Are Thriving in COVID?
- Relatable Finance Podcast Episode 58 – An Interview with Ben Sorensen
- Relatable Finance Podcast Episode 59 – The Role of Valuations
- Relatable Finance Podcast Episode 6 – Why Take a Chance on the Stock Market?
- Relatable Finance Podcast Episode 60- How COVID is Impacting a Public Hospital
- Relatable Finance Podcast Episode 61 – Is This The End of the 60/40 Portfolio?
- Relatable Finance Podcast Episode 62 – How Commodity Investing has been Impacted by COVID
- Relatable Finance Podcast Episode 63 – What Have We Learned Since COVID Started
- Relatable Finance Podcast Episode 64 – PWA’s CEO Discusses The Impact of The Election
- Relatable Finance Podcast Episode 65 – Infrastructure and the Economy
- Relatable Finance Podcast Episode 66 – IP0s and SPACs
- Relatable Finance Podcast Episode 67 – An Interview with Broward’s Community Resilience Leader
- Relatable Finance Podcast Episode 68 – Why Consumers are so Important to the Economy
- Relatable Finance Podcast Episode 69- Decoupling of US and China
- Relatable Finance Podcast Episode 7 – Tariffs and Their Impact
- Relatable Finance Podcast Episode 70- The Financial Implications of Starting a Family
- Relatable Finance Podcast Episode 71- Is the Market in a Bubble?
- Relatable Finance Podcast Episode 72 – Real Estate as an Investment Class
- Relatable Finance Podcast Episode 73 – GameStop and AMC
- Relatable Finance Podcast Episode 74- Sports Betting, An Expert Explains
- Relatable Finance Podcast Episode 75 – Clean Energy
- Relatable Finance Podcast Episode 78 – Cryptocurrency Growth
- Relatable Finance Podcast Episode 79 – The Value of Small and Consistent Activity
- Relatable Finance Podcast Episode 8 – What is the Fed and Why Do We Care?
- Relatable Finance Podcast Episode No. 1: Debt, Saving and Budgeting
- Relatable Finance Podcast Episode XX – Decoupling From China
- RMD from Retirement Accounts are Back in 2021 By Robert Mark Weiss, CFA
- RMDs Taken in 2020 Can Be Paid Back to Retirement Plans by the End of August by Robert Mark Weiss, CFA
- Robert Weiss CFA® Joins Provenance Wealth Advisors and Opens Firm’s Sarasota Office
- SECURE Act Makes Significant Changes to Retirement Saving Strategies by Sean Deviney, CFP
- Social Security Announces Cost of Living Adjustment for 2021 by Lee F. Hediger
- Special Needs Trusts Can Help Improve a Disabled Family Member’s Quality of Life by Lee F. Hediger
- Spring Cleaning for Retirement by Olga Ismail, AIF
- Staggered Retirement Requires Married Couples to Plan Carefully by Lee F. Hediger
- Stay Safe While Banking, Managing Investments Online By Brendan T. Hayes
- Tax Reform Brings Estate Tax Relief to Ultra-High-Net-Worth Families by Lee F. Hediger
- The Basics of Tax-Loss Harvesting by Todd Moll, CFP®, CFA
- The Importance of Selecting and Updating Beneficiaries by Scott Montgomery
- The Reality of Investing: A Look into Behavioral Finance by Shane Phillips, CFA, CAIA
- The Valuable but Often Forgotten Tool of Successful Solopreneurs and Gig Workers By Sean Deviney, CFP®*
- There’s Still Time for Savers to Contribute to Retirement Plans in 2018 by Sean Deviney, CFP
- Things You Should Consider When Buying Life Insurance By Jamel Gordon, CFP®
- Think Before your Click to Protect Yourself from Identity Theft by Eric P. Zeitlin
- Timing Social Security Benefits By Lee F. Hediger
- Tips to Help Protect your Marriage from Financial Infidelity by Kathleen Marteney, CRPC
- UPDATED – COVID-19 Stimulus Package Provides Penalty-Free Relief for Retirement Savers, Retirees and Plan Administrators By Sean Deviney, CFP®*
- UPDATED – IRS Extends Federal Tax Filing, Payment Deadlines to July 15 By Robert Mark Weiss, CFA
- UPDATED – What is Tax-Loss Harvesting? by Todd A. Moll, CFP, CFA
- UPDATED Active or Passive? Is there a correct answer? by Shane Phillips, CFA, CAIA, CFP
- UPDATED Florida Becomes Fourth State in Nation to Allow Electronic Wills by Lee F. Hediger
- UPDATED It’s Never Too Early for Business Owners to Plan their Exits by Eric P. Zeitlin
- UPDATED Now is the Time to Review Estate Planning Documents by By Kathleen Marteney, CRPC®
- UPDATED Rethinking Inherited IRAs After the SECURE Act by Lee F. Hediger
- UPDATED What 401(k) Plan Sponsors Need to Know about Relaxed Rules to Hardship Withdrawals by Sean Deviney, CFP
- UPDATED Why Invest in Stocks? by Shane Phillips, CFA, CAIA, CFP ®
- UPDATED Women Must Take Responsibility, Plan Early for Financial Independence in Retirement by Olga Ismail, AIF
- Wealth Planning Opportunities that Leverage Today’s Low-Interest Rates by Eric P. Zeitlin
- Weighing the Choice between a Traditional IRA or a Roth IRA by Brendan Hayes
- Weighing the Choice between a Traditional IRA or a Roth IRA By Brendan T. Hayes
- Weighing the Tax Risks and Rewards of Gifting Assets to Heirs During Life by Brendan T. Hayes
- What does the Federal Interest Rate Hike Mean to your Wallet? by Scott Montgomery, CLU, ChFC
- What Happens when Financial Advisors Declare their Independence? by Eric Zeitlin
- What is a Financial Plan? by Lee F. Hediger
- What is Asset Diversification and Why is it Important? by Olga Ismail
- What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin
- What is Probate and How Can I Avoid It? by Lee F. Hediger
- What is Probate? by Lee F. Hediger
- What to Do When Retiring in Times of Economic Uncertainty By Brendan T. Hayes
- What’s in the Second Round of COVID-19 Relief for High-Net-Worth Business Owners? By Robert Mark Weiss, CFA
- Why You Are Never Too Young To Think About Life Insurance by Scott Montgomery, CLU, ChFC
- Why You Might Consider a Divorce in 2018 by Scott Montgomery, CLU, ChFC
- Woman Need to Plan for their Long-Term Care By Olga Ismail
- Year-End Financial Planning Can Yield Significant Opportunities by Scott Montgomery, CLU, ChFC
- You Are Not Too Young To Think About Life Insurance by Scott Montgomery
- You’re Never Too Young to Begin Estate Planning by Jamel Gordon, CFP
