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Upcoming Radio Shows

Sunday, Dec 11th, 2022

with Noel B. Swain, CFP®️

and host Pamela Lyda

Sunday, Dec 18th, 2022

Sunday, Dec 25th, 2022

Featured report

The Inverted Yield Curve -
What it is and what it means to you?

This past week, the inverted yield curve became global, and is no longer just inverted here in the US.  In fact, it is more inverted now than it was in both 2001 and 2008.   According to Bloomberg.com, “Bond markets around the world are no longer whispering about the possibility of recession, but shouting it loudly from the rooftops.  So, we feel this is an extremely important topic to discuss. So what does an inverted yield curve mean and what can you do to protect yourself? 

How does our Active Management style of investing work?

Would you like to talk to Noel to discuss YOUR individual situation?

Call us at 1-800-277-0025

Risk Assessment Tool

To find out your own PERSONAL  tolerance for Investment Risk, click on the Big Red Button

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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. We help to manage your risk with our Risk Assessment tool.  In addition to this risk tool, our Wealth Toolkit® also includes a Social Security Analysis tool and a Retirement Planning tool.  There is no substitute for having accurate, understandable information on which to base your financial decisions. If you are interested in finding more about how this works, click on the link below or give us a call at 1-800-277-0025.

How does our Dividend Strategy work?

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Click Here for more about ProVest Wealth Advisors

Free Reports

46 FAQ’s of Retirement 

How Provest can help you achieve your goals

How to Keep Healthcare Costs from Ruining your Retirement

7 Possible Warning Signs of an Untrustworthy Advisor

The Top 10 Ways to Prepare for Retirement

5 Steps to Becoming a Savvy Investor

The ProVest Style of Active Management

Has your portfolio been sinking like the Titanic lately?  We know it can be extremely difficult to watch your life’s savings continue to go down while your advisor tells you….Just hang in there, it’ll come back.  While that statement is true, it could possibly take 5 to 7 years for that to happen.  And if you’re at or in retirement, you simply don’t have the time.  But rather than take your life’s savings and put it in an interest-bearing account that will likely not keep up with inflation, at least not the current rate of inflation, there is a third alternative.  It’s called Active Management. This report goes into detail about how Noel got into this style of management, and exactly how it works.  

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Listen to past radio broadcasts
The Inverted Yield Curve - What it is and what it means to you (Dec 4th) - Noel Swain and Pamela Lyda
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4 Ways to Tame Healthcare Costs (Nov 27th) - Noel Swain and Pamela Lyda
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Things other advisors don't tell you (Nov 20th) - Noel Swain and Pamela Lyda
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Annuities 101, part2 (Nov 13th) - Noel Swain and Pamela Lyda
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Annuities 101, part1 (Nov 6th) - Noel Swain and Pamela Lyda
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5 Questions to Answer Before Filing for Social Security (Oct 30th) - Noel Swain and Pamela Lyda)
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The ProVest Style of Active Management (Oct 23rd) - Noel Swain and Pamela Lyda)
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The Inverted Yield Curve - what it is and what it means to you (Oct 16th) - Noel Swain and Pamela Lyda)
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5 Mental Money Mistakes (Oct 9th) - Noel Swain and Pamela Lyda)
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Transitioning your Business (Oct 2nd) - Noel Swain and Pamela Lyda)
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