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 Feb 08, 2024
Thursday Feb 08, 2024
Noel Swain, CFP discusses the pros and cons of stock and bonds, as well as the differences between mutual funds, exchange traded funds, and hedge funds. He ends the podcast with 6 simple questions to ask yourself to help determine which investment choice(s) is right for you
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
CFP Noel Swain discusses how capitalism isn't viewed as favorably in today's colleges as it used to be, and what that might mean for the future of our nation.
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
Noel Swain compares the nostalgia of the music each of us grew up listening to, with how different advisors may view investments differently
Thursday Jan 25, 2024
Thursday Jan 25, 2024
CFP Noel Swain discusses stock market basics and answers such questions as What is the difference between the S&P500, the Dow Jones, and The NASDAQ. As well, he tackles the question, Why is the Dow valued so much higher than the S&P500?
Monday Jan 22, 2024
Monday Jan 22, 2024
Noel Swain continues his discussion of New Year's Resolutions as he talks about inward-facing resolutions that should be considered that could help to make the lives of those around us better.
Friday Jan 19, 2024
Friday Jan 19, 2024
It’s a common saying that most people spend more time planning their vacation that they do their retirement. All you really have to do to plan for retirement is to apply the principles of good vacation planning to your retirement. Noel Swain discusses a few of the most common vacation tips to see how to make them suitable for your golden years.
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
Noel Swain, CFP, talks about the top 6 New Year's resolutions that show up in surveys across the country.
Tuesday Jan 09, 2024
Tuesday Jan 09, 2024
Noel Swain, CFP talks about how society is pushing towards letting technology 'think' for us
Thursday Jan 04, 2024
Thursday Jan 04, 2024
It's common to resolve to do better in life at the start of a new calendar year. And while pledging to eat healthier, exercise more, and spend less time on social media are all positive changes you might implement in the coming year, your finances probably need your attention, too. In this podcast, Noel Swain CFP tells us how to get 2024 started off right, with 5 money-related resolutions.
Tuesday Jan 02, 2024
Tuesday Jan 02, 2024
Noel discusses how the key to making good decisions is to have a process in place for making good long-term decisions, refining your process along and the way, and having the discipline and patience to let it work.
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.