Insights & Tools

Articles

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The Psychology of Money: A Marathon Not A Sprint
November 20, 2024
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 Clarke at desk providing advice to young couple
Teaching Kids to Invest: How I Helped My Daughter Start Building Wealth for the Future
November 8, 2024
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 Josh Paddock providing financial advice to client
Losing My Father and the Medicare Lesson That Could Save Your Family Thousands
November 8, 2024
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 Derek Oglesby sitting at a desk with Andrew George
3rd Quarter Update – 2024
October 21, 2024
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 Jason and Andrew
The Psychology of Money: Understanding "Enough"
September 23, 2024
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Election Impacts on Investor Strategy
September 19, 2024
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 Derek Oglesby Advising
Private Equity – When should I start adding PE to my portfolio?
September 16, 2024
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 Wall St sign at the street corner of NYSE
Regarding Incentive Stock Options
September 16, 2024
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 Stock market graph showing a change in values
Issues Regarding Restricted Stock Units
September 16, 2024
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Important Financial Milestones in 2024
September 12, 2024
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 Accountant working on 401K at a desk
Should I Set Up a Traditional 401(K) For My Business?
September 12, 2024
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 Chairs on the beach during retirement
Common Retirement Plans for Small Business Owners
September 12, 2024
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 Josh Paddock Advising
The Hidden Costs of Wealth: How to Navigate the Complexities of Multigenerational Wealth Transfer
August 20, 2024
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 Derek Oglesby Advising
Private Equity for High Net Worth Investors: Maximizing Diversification and Returns
July 23, 2024
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 Derek Oglesby in meeting at Provista Wealth
2nd Quarter Review: 2024
July 18, 2024
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 Psychology of Money Blog with Jason Buckley
The Psychology of Money: Luck and Risk
June 27, 2024
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 Josh Paddock in a meeting
Striking a Balance: Financial Planning for Today and Tomorrow
June 24, 2024
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 Josh Paddock talking to client in office
Unlocking Opportunities with Private Credit Investments
May 20, 2024
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 Jason and Andrew
The Psychology of Money review: How personal experiences shape financial behavior.
May 9, 2024
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 Jason Buckley, Clarke Smith, and Josh Paddock
Navigating Market Volatility with Private Equity Investments
April 18, 2024
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 Derek
The Psychology of Money: Why Behavior Trumps Intelligence in Wealth Building
April 15, 2024
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 Josh Paddock and Clarke Smith
1st Quarter Review and Current Outlook (2024)
April 8, 2024
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 Andrew George and Maggie Cladwell
Beyond the Numbers: Creating Purposeful Financial Plans
March 14, 2024
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 Jason Buckley Advising
Securing Your Child’s Future: The New 529 to Roth IRA Pathway
March 4, 2024
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 Josh Paddock Advising
Can I make an IRA contribution for last year?
February 21, 2024
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 Josh Paddock standing with client in the office
Embracing a New Year of Financial Wisdom
February 8, 2024
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 Josh Paddock Advising
2023 Review: Surprisingly Normal
January 18, 2024
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 Provista Team Downtown
Understanding Mental Accounting: How Our Minds Shape Financial Decisions
January 8, 2024
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 Clarke Smith Advising on Financial Anxiety
Balancing Stress and Strategy: Navigating Financial Anxiety for Smarter Investing
December 6, 2023
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 Clarke Smith Advising
I just inherited a Traditional IRA. Now what?
November 15, 2023
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 Josh Paddock and Derek Oglesby
How to Pick a Health Plan: Preferences and Questions to Make Choosing Easier
October 19, 2023
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 Andrew George and Maggie Cladwell
Medicare Enrollment 101: A Guide to Help You Sign Up for Medicare
October 19, 2023
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 Josh Paddock and Clarke Smith
Third Quarter Review and Current Outlook (2023)
October 12, 2023
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 Wealth Management in Greenville South Carolina
Comprehensive Guide to Successful Wealth Management in Greenville, South Carolina
September 11, 2023
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 Wealth management financial advisors in Greenville, SC celebrate client's success.
Navigating Financial Success: A Business Owner's Guide to Finding the Right Financial Advisor
August 30, 2023
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 Provista Team
U.S. Credit Downgrade: A Shift, But Not a Crisis
August 3, 2023
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 Charts
Second Quarter Review and Current Outlook (2023)
July 13, 2023
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 Check the Spare Tire Blog Post
Remembering to Check the Spare Tire: Celebrating National Insurance Awareness Day
June 28, 2023
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 Data
First Quarter Review and Current Outlook (2023)
April 6, 2023
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 Benefits of Estate Planning
What Are the Benefits of Estate Planning and Do I Need It?
March 15, 2023
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 Documents and Paper Work
Tax Planning
December 21, 2022
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 Viewer looking at mountains
Looking Ahead to 2023
December 8, 2022
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 Reviewing Finances
Why Should You Consider a Roth IRA Conversion?
November 14, 2022
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 Sunrise Mother and Child
Traditional vs Roth, What’s the Difference, and Which is better?
November 14, 2022
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Provista Wealth Advisors is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Provista Wealth Advisors and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice. Investor Disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

The information provided by Provista Wealth Advisors (“we,” “us” or “our”) on ProvistaWealth.com (the “Site”) is for general informational purposes only. All information on the Site is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability or completeness of any information on the Site.

Under no circumstance shall we have any liability to you for any loss or damage of any kind incurred as a result of the use of the site or reliance on any information provided on the site. Your use of the site and your reliance on any information on the site is solely at your own risk.

The Site may contain (or you may be sent through the Site links to other websites or content belonging to or originating from third parties or links to websites and features in banners or other advertising. Such external links are not investigated, monitored, or checked for accuracy, adequacy, validity, reliability, availability or completeness by us.

We do not warrant, endorse, guarantee, or assume responsibility for the accuracy or reliability of any information offered by third-party websites linked through the site or any website or feature linked in any banner or other advertising. We will not be a party to or in any way be responsible for monitoring any transaction between you and third-party providers of products or services.

The Site cannot and does not contain financial advice. The financial information is provided for general informational and educational purposes only and is not a substitute for professional advice.

Accordingly, before taking any actions based upon such information, we encourage you to consult with the appropriate professionals. We do not provide any kind of financial advice. The use or reliance of any information contained on this site is solely at your own risk.

The Site may contain testimonials by users of our services. These testimonials reflect the real-life experiences and opinions of such users. However, the experiences are personal to those particular users, and may not necessarily be representative of all users of our products and/or services. We do not claim, and you should not assume, that all users will have the same experiences. Your individual results may vary.

The views and opinions contained in the testimonials belong solely to the individual user and do not reflect our views and opinions.

*Note: While Provista Wealth Advisors does not provide specific tax or legal advice, our financial planning role in the implementation process is to help clients target potential mistakes and/or oversights that may then be addressed with your estate planning attorney or CPA.

Terms and Conditions  •  Privacy Policy  ©2024 Provista Wealth Advisors. All rights reserved.

Terms and Conditions of Use

By accessing the www.provistawealth.com website (the “Website”), you agree to be legally bound by the following terms and conditions.

No Offer

The information contained in the Website is not intended to constitute an offer to sell or the invitation or solicitation of an offer to buy any product or service or security by any company described or referred to in the Website and must not be relied upon in connection with any investment decision. You should rely solely on your own investigation regarding any investment decision and should seek competent professional advice.

Use of the Website

As a condition to your use of the Website, you will not, directly or indirectly: (a) use the Website to infringe upon the intellectual property rights of others; (b) use the Website or make any attempt to penetrate, modify or manipulate the Website to invade the privacy of any other user thereof; (c) attempt to modify, erase or damage any information contained on the Website or any device connected thereto; (d) reverse engineer any portion of the Website; (e) restrict or inhibit others from using the Website; (f) engage in conduct or distribute material that is harmful, obscene, otherwise illegal or objectionable, or gives rise to civil or criminal liability; (g) spoof or otherwise impersonate any individual or entity; or (h) violate or attempt to violate the security or integrity of the Website. Provista Wealth Advisors (“Provista”) reserves the right to investigate and involve and cooperate with law enforcement authorities, and to pursue a lawsuit or criminal prosecution, for any alleged or actual harmful or illegal activities involving the Website. Provista reserves the right, at any time, to modify or discontinue, temporarily or permanently, the Website, with or without notice. Provista reserves the right to modify these terms and conditions at any time. You should visit the Website periodically to review the current terms and conditions. The Website is not intended for use by minors.

Access Subject to Local Restrictions

The Website and all information and functionality contained within it are not directed at or intended for use by any person resident or located in any jurisdiction where (a) the distribution of such information or functionality is contrary to the laws of such jurisdiction or (b) such distribution is prohibited without obtaining the necessary licenses or registrations.

No Warranty

No member of Provista makes any representation or warranty as to the accuracy, reliability, or completeness of the information contained in the Website (the “Information”) nor as to the appropriateness of the Information for any use which any recipient may choose to make of it and accepts no responsibility for updating any part of the Information or for correcting any material error or omission which may become apparent after Information has been displayed on the Website. Except insofar as liability under any statute cannot be excluded, Provista nor any of its directors, employees, and consultants accept any liability (whether arising in contract, or tort, or negligence or otherwise) for any error, omission, or misrepresentation in relation to the Information or for any loss, damage, cost or expense (whether direct, indirect, consequential or otherwise) suffered by the recipient of this Information or any other person as a result of any use of or reliance upon any Information or statement of any kind (including statements of fact or opinion) contained herein. All content on the Website is provided "as is,” with no guarantees of completeness, accuracy, or timeliness, and without representations, warranties, or other contractual terms of any kind, express or implied. Provista does not represent or warrant that the Website, any services provided through the Website, and/or any information or other material contained within or downloaded from the Website, will be accurate, current, uninterrupted, error-free, omission-free, or free of viruses or other harmful components.

Copyright and trademark protection

The copyright and all other rights in all the material on the Website are owned by Provista Wealth Advisors. No commercial use, resale, or exploitation of material from the Website is permitted without the express written permission of Provista and any other applicable copyright owners. You may copy material on this website for your own private or domestic use only. All other copying is prohibited. Unauthorized use may constitute an infringement of the relevant owner's rights.

External websites

The Website may contain links to third-party websites. Provista is not responsible for the security or content of any third-party websites.

External links to the Website

All links to the Website must be approved in writing by Provista Weatlth Advisors except the Provista consents to links in which: (i) the link is a text-only link containing only the name “Provista Wealth Advisors”, (ii) the link points only to www.provistawealth.com and not deeper pages; (iii) when activated by a user, the link displays that page full screen in a fully operable and navigable browser window and not within a frame on the linked website; and (iv) the appearance, position and other aspects of the link neither creates the false appearance that an entity or its activities are associated with or sponsored by the Provista nor damages or dilutes the goodwill associated with the Provista's name or trademarks. Provista Wealth Advisors reserves the right to revoke this consent to link at any time.

Privacy

You acknowledge that any information provided to Provista in connection with the use of the Website may be used by any member of the Provista for its own purposes and may be released by any member of Provista to third parties as reasonably required. This includes, but is not limited to, where any member of Provista is required to release information as a result of the law or regulatory order, or in connection with its or their own analysis. Read our Data Privacy Notice.

Severability Clause

To the extent that any provision of these terms and conditions is found by any competent court or authority to be invalid, unlawful, or unenforceable in any jurisdiction, that provision shall be deemed not to be part of this disclaimer but such finding shall not affect the validity, lawfulness or enforceability of the remainder of these terms and conditions in that jurisdiction, nor shall it affect the validity, lawfulness or enforceability of these terms and conditions in any other jurisdiction.

Privacy Policy

Privacy & Security

This website, provistawealth.com, is owned and operated by Provista Wealth Advisors. We are strongly committed to protecting the privacy of our website users. The intent of our privacy policy is to inform you, the user, about the information that we may collect about visitors to our site, how we use that information, and about our disclosure practices.

Provista is committed to high standards that require honesty, integrity, and fairness. Provista will collect no personal information about you unless you choose to provide that information to us. We do not use techniques that collect personal information about you without your knowledge. You have the right to decline to have any information collected or transferred for marketing purposes.

What Happens To Your Personal Information?

All personal information that is collected on our website is stored in a secure location. At no time will Provista solicit personal information to third party vendors without prior consent, as we respect the privacy and confidentiality of our website visitors.

What About Spam?

Subscribers will not receive any unsolicited emails or correspondence if they have not provided Provista with prior permission. From time to time we may use email as a way to keep in touch with our Web site visitors; however, we do not send “spam” (unsolicited marketing e-mail). If you agree to receive email communications from us, every email message we send to you will include an email address to which you can respond. If at any time you decide you do not want to receive a marketing email from us, simply let us know and we will remove your name and email address from our mailing list.

When You Leave This Site

This policy discloses the privacy practices for our website. However, our site contains links to other sites. Once you link to another site, you are subject to the privacy and security policies of the new site. We encourage you to read the privacy policies of all websites you visit, especially if you share any personal information.

Security Policy

Users are prohibited from violating or attempting to violate the security of the site. By way of example, you are prohibited from (a) accessing data not intended for such user or logging onto a server or an account which the user is not authorized to access; (b) attempting to probe, scan or test the vulnerability of a system or network or to breach security without proper authorization; (c) attempting to interfere with service to any user, host or network; (d) sending unsolicited mail, including promotions and/or advertising of products or services.