Events & Insights

Porter Wealth Management Posts

Outside Source Articles

Outside Source
June 21, 2019

5 Tips for Managing a Sudden Financial Windfall

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members.  In fact, 60 trillion dollars is expected to change hands…
Outside Source
April 18, 2019

The 5 Phases of Pre-Retirement

Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework and some assistance from a qualified…
Outside Source
April 18, 2019

5 Tips for When the Markets Get Rocky

Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors can feel anxious and make…