The Porch-wealth advisors
Join us, your friendly wealth advisors and big dorks, as we delve into finances, life, and all the nitty-gritty in between.
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Managing Large Portfolio Positions
Brian and Kurt discuss some options that may allow people to reduce these positions while lowering their tax obligation at the same time.
Happiness Is a Superpower | Painted Porch Financial Planning
Discover how financial well-being supports your happiness. Learn smart wealth-building strategies for a fulfilling life.
Why Doesn’t Everyone Do This?
Uncover financial strategies more people should consider for building long-term wealth. Learn why these smart moves can make a lasting impact on your future.
Invest in Yourself: Your Greatest Asset | Painted Porch
Discover why investing in yourself yields the greatest returns. Explore personal growth strategies that enhance your wealth and overall financial well-being.
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?
Real Estate and Tax Strategies | Painted Porch
Navigate the complexities of real estate investments and tax strategies. Discover smart tips to optimize your property portfolio and minimize tax burdens.
Election Impacts on Markets | Painted Porch Investments
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.
Donor-Advised Funds Explained | Painted Porch Advisors
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.
Why you might consider a Roth conversion? Insights for 2020
2020 offers some unique planning opportunities for those who would’ve normally taken a Required Minimum Distribution (RMD) from their retirement accounts.
Crafting Your Financial Plan | Painted Porch Financial Planning
Craft a personalized financial plan with expert guidance from Painted Porch Advisors. Learn strategies to align your wealth-building goals with your future vision.
Building Wealth for the Future
As wealth advisors, we measure our success by the personal breakthroughs of the people we work with, and no time is better suited for these breakthroughs than right now.
Ode to Frosty
Discover financial wisdom from unexpected places in this thoughtful reflection. Explore how life lessons from Frosty can inspire smart wealth-building strategies today.