News and Commentary

Joining an Independent Broker-Dealer Can Strengthen Financial Advisors’ Capabilities, Help to Improve Client Services by Eric Zeitlin

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Posted on July 31, 2024 by Eric Zeitlin

Gone are the days when large, institutional banks and wirehouses were the only ones with pockets deep enough to arm financial advisors with the tools needed to attract and retain wealthy clients. Today, independent brokers/dealers and registered investment advisories associated with independent wealth management firms have access to a wide array of customizable strategies and […]

Relatable Finance Podcast Episode 151: The Most Well-Known Unknown Company

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Posted on July 30, 2024 by

Don’t miss this episode as the South Florida relatable finance guys discuss how Nvidia became a tech giant and a leader in AI innovation. They explore the meteoric rise of Nvidia, a company that seemingly emerged out of nowhere to become one of the world’s largest publicly traded companies. Learn about its journey, technological advancements, […]

IRS Again Delays RMDs for Inherited IRA By Robert Mark Weiss, CFA

Posted on July 26, 2024 by

In April 2024 the IRS again granted taxpayers another year of relief from compliance with recently enacted laws concerning required minimum distributions (RMDs) from tax-deferred retirement accounts, including individual retirement accounts (IRAs) and 401(k)s. The SECURE Act, signed into law in 2019 and amended in 2022 under SECURE Act 2.0, introduced a requirement that certain […]

Millennials Spark a FIRE to Achieve Financial Independence, Retire Early By Shane Phillips, CFA, CAIA, CFP ®

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Posted on July 25, 2024 by Shane Phillips

Millennials have fueled a growing movement of investors who aspire to work for shorter periods, supercharging their savings and investing during their early years and enabling them to retire at a younger age than the generations before them. This strategy, referred to as Financial Independence, Retire Early (FIRE), may sound like a good plan, but […]

Relatable Finance Podcast Episode 150: Progression Towards Company Exits

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Posted on July 15, 2024 by

Welcome to today’s episode, where the South Florida relatable finance guys discuss the fascinating world of company growth and monetization. It’s rare for a company to grow entirely on its own to become a large, publicly traded entity. More often, founders look to monetize their investment at some point, and private equity (PE) plays a […]

Do Foreign Persons Have U.S. Estate Tax Responsibilities? By Melvin Perez, CFP®

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Posted on July 09, 2024 by Melvin Perez

It is no secret that the U.S. tax code is complicated. For foreign persons, compliance with U.S. tax laws is particularly onerous, especially when considering that different rules apply for income and estate tax purposes, and neither depends on an individual’s immigration status. For income tax purposes, the U.S. presumes foreign persons to be nonresident […]

Managing Interest Rate Risk with Bond Ladders By Todd A. Moll, CFP®, CFA

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Posted on June 25, 2024 by Todd Moll

Bonds are an important component of diversified portfolios because they offer investors predictable returns and reliable cash flow without the volatility of the public equity markets. However, this is not to say that bonds are not subject to risks. They are, especially in times of rising interest rates. The good news is you can mitigate […]

Provenance Wealth Advisors Ranked As Accounting Today’s Top Firms by AUM Wealth Magnets

Posted on June 13, 2024

FT. LAUDERDALE, FL, June 10, 2024 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors + CPAs Accountants, has been recognized on Accounting Today’s annual Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement. Provenance Wealth Advisors had $3.88 billion in assets under […]

Relatable Finance Podcast Episode 148: From Start Up to Going Public

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Posted on June 10, 2024 by

In today’s episode, “From Start-Up to Going Public,” the relatable finance guys explore the dynamic journey of businesses transforming from small start-ups to major players on the stock exchange. Join in as they delve into the different stages that can help a company grow and achieve this remarkable milestone. While not all paths are identical, […]

Mega Backdoor Roths Can Turbo-Charge Retirement Savings By Sean Deviney, CFP®*

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Posted on June 06, 2024 by Sean Deviney

Individuals looking to boost their retirement savings beyond the traditional limits of workplace 401(k) and 403(b) plans may be able to do so with a mega backdoor Roth. This strategy may provide a workaround to the income and contribution limits of Roth IRAs while allowing high-net-worth individuals to benefit from tax-free distributions in retirement. For […]

Relatable Finance Podcast Episode 147: The Ever-Increasing National Debt

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Posted on May 27, 2024 by

In this episode, relatable finance guys discuss something that affects every American: the United States national debt. Listen as they discuss where the national debt currently stands, explore the factors that have contributed to its rise, and consider the potential impacts on our economy and everyday lives.

Why your Insurance Policies Need Regular Check-Ups By Scott Montgomery

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Posted on May 22, 2024 by Scott Montgomery

Just as annual medical check-ups help you maintain proper health, regular insurance plan reviews can provide invaluable benefits. Evaluating current insurance policies once a year or every two years can help to ensure your policies keep up with your changing circumstances and may even result in re-rated and reduced premiums. Too often, individuals purchase insurance […]

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