by Brian Lloyd | Oct 23, 2020 | Coffee Talks
With the presidential election only 11 days away, we’ve been having many conversations within our community about how to position portfolios in anticipation of one result or the other. Many articles have been written, like this one, showing the historical effects of...
by The Painted Porch Team | Oct 8, 2020 | Coffee Talks
With so much upheaval in 2020, we have been inspired to see many of our clients either giving to charity for the first time, or increasing their usual giving amount. The recent return to stock market highs presents some creative opportunities for those looking to give...
by The Painted Porch Team | Sep 10, 2020 | Coffee Talks
Why build a financial plan, anyway? What does Painted Porch do, beyond just investing assets in the market? And isn’t a financial plan just a way to “corral” me into becoming a client? In our inaugural Coffee Talk, Brian and Meg discuss the...
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