Provest Wealth Advisors Blog

This year I am writing about my mom, and what she did thirty years ago.  My sister recently gave me mom’s diary from 1989 and as I read it I will mention the things she and my step-dad did that were interesting.  I’ll also include a few “Legacy Questions” that your chi...

April saw a return to new highs in the stock market, highs not seen since last September 20th for the S&P 500, and October 3rd for the Dow Jones Industrial Average.  During that time stocks took a bath in the 4th quarter of 2018 and performed like a superstar in the fi...

April 26, 2019

Barbara’s first question was. “My mutual fund lost money last year.  Why do I have to pay taxes on it?”  Barbara is a very nice lady and she is always very friendly and open with me.  She normally isn’t prone to complain, but in this meeting, she just couldn’t understa...

April 19, 2019

With so many baby boomers reaching Social Security age each day, that subject has come to dominate many of the conversations financial advisors have with their clients.
At least that conversation is big in my conference room. And for all the information that’s availabl...

April 12, 2019

This year I am writing about my mom, and what she did thirty years ago.  My sister recently gave me Mom’s diary from 1989 and as I read it I will mention the things she and my step-dad did that were interesting.  I’ll also include a few “Legacy Questions” that your chi...

April 5, 2019

While March saw a slight increase in three of the four indexes we track, the quarter turned out pretty good for stocks across the board.  They are all up from 11% to 16% in the first quarter of 2019.  I know the financial channels on TV are pushing how great the stock...

March 29, 2019

Robert was not aware that he had to start withdrawing money from his IRAs and 401(k) after he turned 70 ½. After he got over his initial shock of having to live with Required Minimum Distributions (RMDs), he settled down to figure out the best way to take that money so...

March 22, 2019

Robert was having lunch with his certified financial planner when he mentioned his IRAs.
He told his planner that he had enough income and that he didn’t need to take any money from them, so he planned to leave his IRAs and 401(k) alone.
The only problem, his advisor t...

March 15, 2019

February and March, 1989 – Mom and Poppa Edmond owned two houses, one in North Carolina and the other one in Florida.  They were in Florida when Tyler, my son, was born in January.  They drove on to their home in NC when they came through Spartanburg to see Tyler after...

March 8, 2019

February was another good month for the stock market, pushing all the indexes we follow into double digit returns for the first two months of the year.  Even though it had appeared in December that volatility had returned to the stock market with a vengeance, it settle...

Please reload

Contact Us

Follow Us

  • Facebook Social Icon
  • YouTube Social  Icon
  • LinkedIn Social Icon

Securities offered through Cambridge Investment Research, Inc., Member FINRA, SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors Inc, a Registered Investment Advisor. Cambridge and Provest Wealth Advisors, Inc are not affiliated. We are licensed in the following states:NC, SC, GA, FL, VA, TX, TN, ME.

Please note:: The information being provided is strictly as a courtesy. When you access a link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website