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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Brilliant, Gorgeous, Talented and Fabulous
What would our lives and communities look like if we took one step toward embracing our brilliant, talented selves in financial planning and wealth management? As 2022 begins, many are setting goals and reflecting on 2021.
Wealth Advisors Inspired by Our Amazing Community
See how our first experiences continue to inspire smart financial planning today. Learn how thoughtful strategies create a solid foundation for future wealth.
Welcoming (and Welcoming Back) Our New Porch Family
Celebrate new and returning members of our Porch family as we continue our shared journey toward smarter financial planning and wealth-building success.
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.