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
Thursday Nov 14, 2024
Thursday Nov 14, 2024
Noel Swain discusses the 5 most important things that the Happiest Retirees omit from their lives.
Monday Nov 11, 2024
Monday Nov 11, 2024
In this Short Take, Noel Swain discusses how dividend-paying stock are a great way to keep up with inflation.
Friday Nov 08, 2024
Friday Nov 08, 2024
Noel Swain discusses the advantages and disadvantages of a regular IRA and a Roth IRA, as well as he discusses how to know when a Roth IRA is the better choice.
Monday Nov 04, 2024
Monday Nov 04, 2024
Noel Swain discusses the recent interest rate drop and how it factors into inflation, disinflation, and deflation.
Thursday Oct 31, 2024
Thursday Oct 31, 2024
When it comes to saving and investing, women usually do it better than men. So why is it that they are behind men when it comes to being ready for retirement?
Monday Oct 28, 2024
Monday Oct 28, 2024
CFP Noel Swain discusses the recent market decline of the Magnificent 7 and how the other companies of the S&P500 experienced growth during that same time period.
Friday Oct 25, 2024
Friday Oct 25, 2024
CFP Noel Swain discusses how he looks at daily research to decide when and what funds to trade into and out of. As well, he discuses in detail each of the 5 ProVest actively managed models.
Monday Oct 21, 2024
Monday Oct 21, 2024
Certified Financial Planner Noel Swain dispels some myths and discusses how much the top percentage of wage earners really pay towards taxes.
Thursday Oct 10, 2024
Thursday Oct 10, 2024
CFP Noel Swain discusses 6 of the most common investor fears such as the fear of fraud, and the fear of running out of money, as well as detailing how to overcome each of those 6 fears.
Monday Oct 07, 2024
Monday Oct 07, 2024
Noel Swain describes the differences in these 2 styles of investing, and that although both styles eventually work, he explains why ProVest decided to use the Active Style of Investing.
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.