Our corner of the Internet where we discuss finances, life, and all the nitty-gritty in between.
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Coffee Talk: Happiness is a Superpower
Brian and Kurt discuss the chase for things you want vs what you actually need, ideas for identifying the difference, and why true happiness can be a superpower.
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?
Coffee Talk: Your Most Important Investment–You
We all understand the idea of an investment in stocks or bonds that compounds over time. But what about the compounding effect of living the life you want to live, every single day?
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?
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?
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.
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.
Why you might consider a Roth conversion in 2020
2020 offers some unique planning opportunities for those who would’ve normally taken a Required Minimum Distribution (RMD) from their retirement accounts.
Coffee Talk: Why a Financial Plan?
Brian and Meg discuss the empowerment that proper financial planning delivers, how to think about “success”, and how we are trying to demystify and democratize the financial services industry.
Building Castles in the Air
We measure our success in personal breakthroughs for the people we work with, and no time has been more primed for personal breakthroughs than right now.
Ode to Frosty
Just over a year ago, Painted Porch was born. Prior to founding Painted Porch, I ran a small independent advisory firm based in Santa Barbara for over 10 years. I’m honored to have had that opportunity and I am very proud of what that firm became, the work we did, the work they still do each day.
Time to Breathe
These are hard days, with so much stress on so many levels – from concerns about the health of ourselves and our loved ones, to the difficulties of home-schooling to worries about jobs, the economy, and money.