The ProVest Perspective Podcast

The Provest Perspective gives you real actionable information on retirement planning, investment managing, and social security filing strategies. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. ProVest Wealth Advisors and The ProVest Perspective are not affiliated with Cambridge.

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Episodes

9 hours ago

Noel Swain discusses how the tariffs, with a long term goal of helping the US economy, are causing a lot of current volatility in the market.  But despite possible feelings of anxiety and worry, we must not abandon our investmnet strategies. 

5 days ago

Noel Swain discusses types of bonds, as well as common bond terms like par value, coupon rate and price. 

Short Take - Tariffs

Monday Apr 14, 2025

Monday Apr 14, 2025

Noel Swain explains how the current tariff wars will eventually be a great thing for our economy. 

Friday Apr 11, 2025

Noel reviews the major investment types like stocks, bonds, mutual funds and ETFs, as well as discusses how to know which one is best for you

Short Take - Trust

Tuesday Apr 08, 2025

Tuesday Apr 08, 2025

Noel Swain discusses the importance of Trust as it relates to both your personal life, as well as your investing mindset. 

Thursday Apr 03, 2025

Noel Swain discusses the stock market, what the numbers mean as well as what some common terms such as Blue Chip and Ratings really mean 

Monday Mar 31, 2025

Noel Swain discusses 7 important questions to ask your next advisor before you hire them

Friday Mar 28, 2025

In this episode, Noel Swain discusses all of the new and creative ways scammers have to get your money, as well as how to recognize and avoid them

Monday Mar 24, 2025

Noel Swain discusses the reason why it's possible that we might be entering a recession

Friday Mar 21, 2025

Noel Swain discusses some of the more commons scam tactics and provides way to protect yourself from each. 

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Noel Swain, CFP

Noel Swain is the founder of ProVest Wealth Advisors, Inc.  Since 1984, Noel has been fulfilling his mission to work with the great people of the Upstate to help give them the confidence in the future they need to plan for their “great goals of life.”  His work involves formulating the strategies and finding the right financial products to help his clients achieve those great goals, and helping them understand the overall markets and their own portfolio.  This way they can build the trust they need to have to carry through with their plan, even when the market or economy may not be cooperating.

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