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Porter White & Company

Providing Expert Advice and Guidance Since 1975

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    • Businesses & Professionals
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Investment Papers

As part of our investment process, we have written a number of research oriented white papers and topic oriented commentaries. They reflect our thinking and how we select investments and manage client accounts.

General

  • Investment Philosophy
  • Investment Management: What Do We Do?
  • Pictures of Risk and Return
  • Investment Management Process
  • Investment Expenses

Theory

  • Should Spend Rates Be Reduced?
  • Interest Rate Expectations
  • How Bond Portfolios Lose Money and Bounce Back
  • M2 – Measuring Risk Adjusted Return

Investment Selection

  • Selecting Asset Classes for Portfolios
  • Creating Equity Portfolios
  • Considering an Allocation to the Utilities Sector
  • Considering Investment Grade Corporate Bonds
  • Considering TIPS
  • Fixed Income Fund Performance
  • Optimizing the Fixed Income Component

Investment Consulting Team

Jim White, Chairman of Porter White & Company

Jim White

Chairman

Goodloe White, President of Porter White & Company

Goodloe White, CFA

President

Brooks Blair, Vice President of Porter White & Company

Brooks Blair

Vice President

Investment Consulting Insights

SECURE 2.0: Tax Credits for Small Employer Plans

August 18, 2023 | by Goodloe White

After the SECURE 2.0 Act was signed into law at the end of 2022, we highlighted some of the implications for business owners and savers.  One such highlight that we want to focus further on is the tax credits offered to small employers.  While the original SECURE Act created tax credits for small employer plans,... Read More >

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1927 1st Ave N 10th Floor
Birmingham, AL 35203
(205) 252-3681
info@pwco.com

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General advisory services offered by Porter White Capital Advisors, Inc.
Investment advisory services offered by Porter White Investment Advisors, Inc.
Municipal advisory services offered by Porter White & Company, Inc.

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