In this episode the relatable finance guys talk about adding real estate to a portfolio. To learn more about Provenance Wealth Advisors services click here or contact us at info@provwealth.com
In this episode the relatable finance guys explain what forces lead to a bubble, if we are in one and what could happen next.
In this episode the relatable finance guys talk about the costs of starting a family and financial issues parents-to-be need to consider.
In this episode, the relatable finance guys discuss the financial implications of US and China pulling away from each other.
In this episode the relatable finance guys talk about the critical role consumers play in economic growth and sustainability.
Swap powers within intentionally defective grantor trusts (IDGTs) are critical estate planning tools that may help you improve tax efficiency today while allowing you to preserve wealth for future generations. An IDGT is an irrevocable trust that you, the grantor, can create during life to pass assets and wealth to your named beneficiaries outside your […]
In this episode the relatable finance guys talk to Dr. Jennifer Jurado about resilience and climate issues in Broward County.
In this episode the relatable finance guys talk about initial public offerings and special purpose acquisition companies and how they should factor into investment plans.
A power of attorney is a legal document in which you grant to someone else the authority to oversee your financial affairs and make prudent decisions on your behalf if and when you are unable to do so on your own. Those decisions could be as mundane as paying household bills during a temporary period […]
In this episode the relatable finance guys discuss infrastructure, what’s included in this investing class and how it impacts the economy. Investing in commodities is generally considered speculative because of the significant potential for investment loss. Their markets are likely to be volatile and there may be sharp price fluctuations, even during periods […]
In this episode the relatable finance guys talk with Provenance Wealth Advisors’ CEO Eric Zeitlin about what the impact of the presidential election on estate plans.
In this episode the relatable finance guys talk about lessons learned from COVID and when things might return to “normal.”
In this episode the relatable finance guys explain commodity investing and how it’s been impacted by the global pandemic.
In this episode the relatable finance guys discuss traditional asset allocation and how it’s been impacted by the volatile markets of 2020.
Mitigating investment risk and preparing portfolios and estate plans for an uncertain future requires investors to meet with their financial advisers on a regular basis, and especially mid-year, to ensure that long-term plans remain on track. Here’s a checklist of topics to consider: Are my investments still aligned with my long-term goals? Whether saving for […]