In this episode, the relatable finance guys discuss gold as an investment. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. U.S. government bonds and Treasury bills are guaranteed by the U.S. government and, if held to maturity, offer a fixed rate of return and […]
In this episode the relatable finance guys break down the financial terms people pretend to know but usually do not.
Probate refers to the legal process of settling an individual’s estate after their passing and distributing their property and assets to heirs and other named beneficiaries. Generally, the court will follow the directions contained in a decedent’s will when deciding how to distribute assets to beneficiaries and name guardians for minor children. However, when a […]
In this episode the relatable finance guys explain how moves by the government impact the economy.
In this episode the relatable finance guys discuss Social Security, its history and the outlook.
In this episode the relatable finance guys share the research and analysis that goes into a economic outlook.
In this episode the relatable finance talk about why China is so impactful to the global economy. The S&P 500 is an unmanaged index of 500 widely held stocks. It is not possible to invest directly in an index. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible […]
In this episode, the relatable finance guys talk about the importance of living within your means and things to consider when you are thinking about your spending patterns.
In this episode the relatable finance guys talk about gambling vs investing and how this plays into investing decisions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Index performance does not include transaction costs or other fees, which […]
In this episode the relatable finance guys consider the question of investing in cannabis stocks. Provenance Wealth Advisors (PWA) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services are offered through Provenance […]
In this episode, the relatable finance guys talk about the FIRE trend and smart steps for listeners to consider.
In this episode the relatable finance guys explain inflation: what it is, how it happens and why it is impactful. Provenance Wealth Advisors (PWA) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. […]
In this episode, the relatable finance guys share tips for assessing the strength of the economy and how to apply this knowledge to your decision making.
In this episode the relatable finance guys discuss why diversification is important and how dollar cost averaging impacts a portfolio. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Indices are not available for direct investment. Â Any investor who […]
After spending more than 25 years in the financial services industry, first on the bond desk in Canada and more recently at one the world’s leading investment banking and wealth management firms, Rob Weiss, CFA, made a significant career move. In 2018, he went independent, joining Provenance Wealth Advisors (PWA) as a financial advisor and […]