Provenance Wealth Advisors

09/11/2026

Today, we pause to remember and honor the lives lost on September 11, 2001. On Patriot Day, we recognize the courage of the first responders, service members, and everyday heroes who demonstrated extraordinary strength in the face of tragedy.

As we reflect on this day, may we never forget the resilience, unity, and spirit that continue to inspire our nation.

09/09/2026

The Federal Reserve cut interest rates, but mortgage rates haven't followed suit. Why?

Our latest Chart of the Week explores how persistent inflation, rising government borrowing, and elevated Treasury yields continue to influence borrowing costs across the economy. Miami Senior Investment Advisor Shane Phillips shares more here https://bit.ly/4iSovOA

Why are long-term interest rates still high despite Federal Reserve rate cuts? Explore the rise in 10-year Treasury yields, inflation expectations, mortgage rates, and the impact on housing affordability in 2026.

07/04/2026

Happy Fourth of July! Today, we celebrate the spirit of independence, freedom, and opportunity that unites us as Americans. Wishing everyone a happy and safe Fourth of July weekend!

07/03/2026

In observance of Independence Day, our offices and the U.S. stock market are closed today. We wish you and your loved ones a safe, happy, and enjoyable holiday. Happy Independence Day from all of us at Provenance Wealth Advisors!

06/25/2026

Olga Ismail, head of retirement plans consulting, recently attended the Capital Group Women’s Defined Contribution Leaders Forum, joining peers from across the industry for thoughtful discussion and collaboration.

The experience reinforced the value of continued learning, strong industry partnerships, and a shared commitment to improving retirement outcomes for participants.

We’re proud to have Olga representing our firm and bringing valuable insights back to support our clients and team.

06/23/2026

Members of our PWA team attended Wealth Management EDGE and the Practifi Power User Forum this past week, connecting with peers and gaining valuable perspective.

We’re excited to apply the insights shared as we continue evolving as a firm, integrating new technologies and maintaining our commitment to exceptional client service.

06/21/2026

Wishing a Happy Father’s Day to all the fathers and father figures who inspire, support, and lead with dedication every day. We celebrate the impact you make both at home and in our communities. Happy Father's Day!

06/19/2026

In observance of , the stock market and our offices will be closed as we take time to reflect and honor this important day. Happy Juneteenth!

06/05/2026

Happy World Environment Day! Giving back is part of who we are, and our beach cleanups are one of our favorite traditions. Grateful for our team coming together to make a positive impact on the communities and coastlines we call home.

06/04/2026

The pandemic was a stark reminder that life’s uncertainties can strike without warning. Miami Financial Advisor Kathleen Marteney shares how establishing key financial and estate planning tools while you’re healthy helps protect your loved ones and ensures your wishes are honored.

For some, the COVID pandemic may seem like a distant memory. However, if there is one lesson we learned from that period it’s that no one is immune from a job loss, a business closing, or a life-threatening illness. When these challenges occur, it is often too late to develop plans that you can pu...