Coffee Talks

Coffee Talk: Donor Advised Funds (DAFs)

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...

Coffee Talk: Why a Financial Plan?

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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