The Porch

Our corner of the Internet where we discuss finances, life, and all the nitty-gritty in between.

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Coffee Talk: Simplicity Wins

For the decade from 2009-2019, 89% of largecap fund managers underperformed the S&P500. 89%!!
In this latest Coffee Talk, Brian and Kurt discuss the danger of thinking that investing is easy…how much of your life you get back when you stop trying to be “smart” by timing the market…and the fact that, when it comes to investing over the long-term, “simplicity wins”.

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Making an Impact. Together.

One foundational element of our Help First philosophy is our donation of $100 for every financial plan we create. We wanted our first donation to go toward helping our local Santa Barbara community, the place where Painted Porch was born.

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Why Doesn’t Everyone Do This?

Help First. It’s more than just a concept. Or a philosophy. Or a state of mind. At Painted Porch, it’s all of those things. But companies don’t just help people, with no strings attached – do they?

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Pausing … And Giving Thanks

As many know, our team will have the week off from our regular day-to-day activities next week as a means of recharging – and focusing on gratitude (of course, we’re still watching the market and reacting to client needs!). It feels fitting for the week of Thanksgiving, doesn’t it?

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Coffee Talk: Real Estate and Taxes

Investing in real estate can be very lucrative — and very risky. How do I understand the value of my investment today? What about the value of the time I’ve spent on maintenance, tenant issues, or financing? And I love the tax benefits while I own the property, but what happens if I decide to sell it?

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Coffee Talk: The Election and Markets

So how much of an effect will this election have on the market? Can we really make money if we position things “right”? And is it wise to even try? Brian and Kurt discuss what really matters in today’s market and where there may be opportunities on the horizon.

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Coffee Talk: Donor Advised Funds (DAFs)

In our latest Coffee Talk, Brian, Meg and Kurt show how a DAF can be a savvy tax-planning tool and can create positive advantages for many who are charitably inclined – through lowering overall portfolio risk, savings on capital gains taxes, and the optimization of charitable deductions on your tax returns.

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