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
4 days ago
4 days ago
Noel Swain discusses The Dalbar Report which identifies 10 Investor Behaviors that work to cause Investors to make bad decisions, thus averaging much lower returns than the S&P returns over any given period of time.
7 days ago
7 days ago
CFP Noel Swain discusses how to create a Retirement Plan, as well he discusses other things to allow for in retirement that people may not consider.
Thursday Apr 18, 2024
Thursday Apr 18, 2024
CFP Noel Swain discusses the overall Top 10 Best Places to Retire, according to Wallet Hub. He also discusses other factors that retirees consider in retirement such as safety, weather, and healthcare.
Monday Apr 15, 2024
Monday Apr 15, 2024
Noel talks about how prevalent scams have become, as well he gives tips on how to verify the legitimacy of anything suspect you may receive, as well as what to do if you have been the victim of a scam.
Thursday Apr 11, 2024
Thursday Apr 11, 2024
Noel Swain discusses mental money mistakes that so many of us make, that can really hinder us from getting ahead financially.
Monday Apr 08, 2024
Monday Apr 08, 2024
Noel Swain discusses how it is the nature of humans to value things more if we feel like we have earned them, and give us a financial comparison.
Friday Apr 05, 2024
Friday Apr 05, 2024
Noel Swain discusses the differences between stocks, mutual funds and exchange traded funds as well as answering specific questions about each.
Monday Apr 01, 2024
Monday Apr 01, 2024
Noel Swain explains how important reverse sequence of returns are for a retiree so that they don't have to take out a bigger percentage of their portfolio in a down market to maintain their income. Additionally, Noel talks about the ProVest style of Active Management and how he uses it to help retirees.
Thursday Mar 28, 2024
Thursday Mar 28, 2024
Noel Swain gives tips to small business owners on both when and how to sell their business. Since this is usually a small business owner's retirement plan, it it important that this is planned out precisely and executed correctly to ensure a successful retirement.
Monday Mar 25, 2024
Monday Mar 25, 2024
Noel Swain discusses investments in the stock market, and how recency biases, or a short term view of the market, can limit us from obtaining long term investing results.
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.