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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Much Ado About Inflation | Painted Porch Wealth Management
Understand the impact of inflation on your wealth and discover expert insights to help you safeguard your financial future during changing economic times.
Simple Wins in Finance | Painted Porch Advisors
For the decade from 2009 to 2019, 89% of large-cap fund managers underperformed the S&P500. 89%!!
Discover the power of simplicity in financial planning. Learn how focusing on clear, straightforward strategies can lead to long-term wealth and success.
Making an Impact. Together.
See how Painted Porch Advisors and our community are making an impact together through financial education, empowerment, and community-driven wealth strategies.
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.