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.
Listen on:
Episodes
4 days ago
4 days ago
Noel discusses all of the ways that ProVest works to help their clients achieve their goals, from planning their financial future, to investing with confidence, to improving their tax situation.
7 days ago
7 days ago
Noel Swain discusses how at ProVest we help you be informed, organized and allocated
Friday Jun 20, 2025
Friday Jun 20, 2025
Noel Swain discusses each of the 3 tools in our Wealth Toolkit and how each one is used to maximize your retirement funds.
Monday Jun 16, 2025
Monday Jun 16, 2025
Noel Swain discusses the flexible schedule ProVest Wealth has when meeting with clients and prospective clients
Thursday Jun 12, 2025
Thursday Jun 12, 2025
Certified Financial Planner, Noel Swain discusses the pros and cons of Dividend Investing as an alternative to Annuities.
Tuesday Jun 10, 2025
Monday Jun 09, 2025
Monday Jun 09, 2025
CFP, Noel Swain does a deep dive into the ProVest Style of Active Management, where he buys daily research in an effort to react to market conditions.
Thursday May 29, 2025
Thursday May 29, 2025
Noel discusses the morals of 6 of Aesop's Fables and compares them to the financial lessons that can also be learned.
Tuesday May 27, 2025
Tuesday May 27, 2025
Noel Swain discusses the importance of knowing your personal risk profile BEFORE you invest.
Friday May 23, 2025
Friday May 23, 2025
Noel Swain takes some very popular quotes from legendary baseball player Yoggi Berra, and applies them to the world of finance.
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.