SARASOTA, FL – October 22, 2018 – Financial advisor Robert Weiss, CFA®, has joined Provenance Wealth Advisors as a regional director and financial advisor based in the firm’s new Sarasota office. Weiss has more than 35 years of experience in investment strategies, financial planning and life insurance solutions. “Rob is a terrific addition to our […]
In this episode the guys discuss why you should consider taking a chance on the stock market.
In this episode the guys discuss how to keep your cool when the markets are hot.
In this episode, the guys discuss how to keep your thinking long-term, even in the face of instant gratification.
In this episode, the guys discuss behavioral impacts on investing, FOMO and what to do with investing tips.
In this episode the guys share their thoughts on things you can and cannot control related to money, savings, taxes and social security.
In this episode, the guys explain the basics of budgeting, saving and debt and share tips on making them work for you.
In this episode, Joseph Karl and Shane Phillips discuss debt, saving and budgeting.
MIAMI, FL – Jan. 15, 2018 – Oscar Castellanos, AAMS, WMS, and Melvin Perez, CFP®, have joined Provenance Wealth Advisors as financial advisors based in the firm’s Miami office. Castellanos and Perez have nearly 40 years of collective experience. Both specialize in financial planning, portfolio management and estate planning for domestic and international clients. “We […]
FT. LAUDERDALE, FL – Jan. 9, 2018 – Provenance Wealth Advisors today announced that Sean Deviney has been promoted to director of the firm. “We are proud to recognize Sean’s contributions and leadership with this promotion,” said Eric Zeitlin, managing director of Provenance Wealth Advisors. “He has done a tremendous job of building a practice […]
Financial Times ranking includes top retirement plan advisors FT. LAUDERDALE, FL – Sept. 27, 2017 – Provenance Wealth Advisors today announced that Financial Times has included Sean Deviney on its FT 401 list of top retirement plan advisors. Honorees were chosen based on information in eight categories, including plan assets under advisement exceeding $75 million, […]