Many people save for retirement in a defined-contribution retirement plan (like a 401k) or an individual retirement account (traditional or Roth IRA). It is important to designate beneficiaries for accounts. The forms, often seemingly simple to fill out, have hidden… Read More >
Make Small Cap Stocks Great Again?
The stock markets in the days immediately following the recent US presidential election were surprising to many in a number of ways. US small company stocks experienced higher returns than US large company stocks. This period helps illustrate how different… Read More >
PWCo Economic Report Featured in BBJ
On December 1, 2016, Porter White and Company (PWCo) released its Q2 2016 Birmingham Area Economic Report. The report places the Birmingham area economy in a state, regional and national context, and focuses on the following statistical series: number of… Read More >
BBJ Reports on Valuation Trends
In late August, Porter White and Company (PWCo) published “What’s it Worth, Q1 2016,” a quarterly valuation review that explores recent valuation trends in the public and private markets. In the report, PWCo highlights the fact that U.S. private equity… Read More >
Bank of Pine Hill Fairness Opinion
Family Security Credit Union (Decatur, AL) and Bank of Pine Hill (Pine Hill, AL) have entered into a definitive agreement for Family Security to purchase substantially all the assets and assume the deposits of Bank of Pine Hill. The transaction… Read More >
Opelika-Auburn News Covers Econ Report
On August 9, Porter White & Company (PWCo) released its Q1 2016 Birmingham Area Economic Report. The report places the Birmingham area economy in a state, regional and national context, and focuses on the following statistical series: (A) number of… Read More >
BBJ Selects Michael Stone as “Rising Star”
On April 29, the Birmingham Business Journal (BBJ) published its 2016 “Rising Stars of Money”, which featured the “next generation of leaders in the financial sector.” In total, 18 financial professionals from across the greater Birmingham area were selected and… Read More >
Q3 Birmingham Economic Update in the BBJ
On November 30, 2015, Porter White & Company released a Q3 2015 economic update for Birmingham, Ala. The update highlights state and local statistics, and serves as a precursor to the upcoming full-length Birmingham Area Economic Report. The full report… Read More >
Birmingham Area Economic Report in the BBJ
Recently, Porter, White & Company (PW&Co) published the Birmingham Area Economic Report, Q2 2015. In the report, PW&Co’s Michael Stone summarizes findings related to several key economic indicators including job growth, retail sales and enplanements. Soon after the report was… Read More >
Political Tales of Private Sector Success
During the CNN Republican Debate on September 16, 2015, the top eleven (yes, eleven) hopefuls for the party’s nomination spoke to policy issues, personal achievements, and of course, the shortcomings of others. When the topic shifted to the economy and… Read More >
PW&Co’s Jim White Authors Op-Ed on Uber
On September 1, AL.com published an opinion-editorial authored by Porter White & Company’s Chairman, Jim White. In the piece, Jim discusses the benefits of the service and shares insights gleaned from a conversation with a business executive who visited Birmingham… Read More >
PW&Co Provides Valuation Opinion for HomeTown Bancorp of Alabama
PW&Co was retained by HomeTown Bancorp of Alabama, Inc. (Oneonta, AL) to provide a valuation opinion to the board of directors. PW&Co provided a third-party, independent valuation after performing due diligence, considering certain scenario analysis, and applying various industry standard… Read More >
PW&Co Provides Valuation on Option to Purchase Publicly Traded Shares
Porter White & Company (PW&Co) was retained to provide a valuation of options on shares of a publicly traded company awarded to employees. PW&Co provided a third-party, independent valuation of the stock options after analyzing the Company’s historical trading volatility,… Read More >
PWCo: Top Financial Service Provider in BBJ
Porter, White & Company (PW&Co) has been included on two prominent lists published by the Birmingham Business Journal. According to the Birmingham Business Journal’s Newsroom, PW&Co is the 14th largest “Financial Planner” in Birmingham. Also, based on local assets under… Read More >
Birmingham Leading in Charitable Giving
As investment bankers, we analyze the economic environment of the local area as well as the nation to better understand how it might affect our clients. Goodloe White, President of PW&Co, recently wrote an op-ed on charitable giving to the… Read More >
SouthPoint Bank Valuation Opinion by PWCo
PW&Co was retained by SouthPoint Bank of Birmingham, AL to provide a valuation opinion in conjunction with a stock option plan. PW&Co provided a third-party, independent valuation after performing due diligence, considering certain scenario analysis, and applying various industry standard… Read More >
The BBJ Covers PWCo’s Q4 2014 Economic Report
The Birmingham Business Journal again covered PW&Co’s Birmingham Area Economic Report, noting the Birmingham area’s improvements in most areas. Click here to read the article in the BBJ. Click here to read PW&Co’s 4Q 2014 Report. We will release the… Read More >
The BBJ Covers PW&Co’s Economic Report
The Birmingham Business Journal recently covered PW&Co’s Birmingham Area Economic Report in a segment about the growth of metro Birmingham with relation to similar areas. Click here to read the article in the BBJ. Click here to read PW&Co’s most… Read More >
