The ProVest Perspective
with Noel B. Swain, CFP®️ and host Pamela Lyda
Every Sunday at 8 am and 4 pm
on 94.5 FM, WGTK,The Answer
Upcoming Radio Shows:
Sunday, Sept 24th, 2023
Annuities 101, part1
Sunday, Oct 1st, 2023
Annuities 101, part 2
Sunday, Oct 8th, 2023
The True Value of a FInancial Advisor
What exactly is an annuity? What kinds of annuities are available and what are the advantages and disadvantages of each? How am I protected against loss? What will each of them cost? What questions can I ask to be sure this is the best option for me? DOwnload this report today for the answers to these questions and many more.
What is our WEALTH TOOLKIT®
and how can it help you?
With the constant volatility in the stock market, you may wonder how this could affect your retirement plans. This is why we at ProVest have developed the Wealth Toolkit®. When we conduct a retirement analysis with our new Wealth Toolkit® it can help reduce your anxiety of investing by being able to better understand your recent portfolio volatility, and by comparing it to previous times in history. This fabulous Wealth Toolkit® contains a Risk Assessment Tool, a Retirement Planning Tool, and a Social Security Analysis Tool.
How does our Active Management style of investing work?
Active Management is a strategy used by investors to mitigate risk in the market by actively buying and selling securities. Unlike passive investing, which simply tracks an index, active managers use their expertise to identify undervalued securities and capitalize on market trends.
46 FAQ’s of Retirement
How Provest can help you achieve your goals
5 Questions to Answer before filing for Social Security
The Top 10 Ways to Prepare for Retirement
Understanding Stocks, Mutual Funds, and ETFs
1-2-3s of RMDs
Is a Roth conversion right for you?
6 Steps to Financial Independence for Women
How to Keep Healthcare Costs from Ruining your Retirement
How to keep Long term care costs from devastating you and your family
10 Potential Sources of Retirement Income
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Securities offered through Cambridge Investment Research, Inc. (CIR), A broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 223 E. Blackstock Rd. Spartanburg S.C. 29301. CIR and Provest Wealth Advisors are not affiliated. We are licensed in the following states:NC, SC, GA, FL, MS, CA, VA, TX