SC Wealth Advisors

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, Apr 23rd, 2023

The ProVest Style of Active Management

Sunday, Apr 30th, 2023

Sunday, May 4th, 2023

Featured Report

Have you ever thought about when to retire? Or ever wondered whether you have to stop working all at once? If so, you’re not alone. Many pre-retirees are currently wondering the same thing.

Phased Retirement is the process of retiring gradually, in stages, rather than all at once. According to a report by TransAmerica1, two-thirds of baby-boomer and pre-retirees “envision a phased transition into retirement during which they will either continue working, reduce hours with more leisure time to enjoy life, or work in a different capacity that is less demanding and/or brings greater personal satisfaction. Only 21 percent expect to immediately stop working when they retire.”

This growing trend is known as Phased Retirement.

Phased Retirement


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.

How does our Active Management style of investing work?

Active management is a strategy used by investors to outperform 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.

Free Reports

46 FAQ’s of Retirement

How Provest can help you achieve your goals

10 Potential Sources of Retirement Income

5 Steps to Becoming a Savvy Investor

5 Steps to a Written Retirement Plan

8 Necessities to Properly Plan your Estate

14 Questions to Ask any Advisor Before Hiring them

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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

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