Investment Consulting

Porter White & Company (PW&Co) is pleased to announce that Brooks Blair has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to...

The SECURE Act of 2019 (Setting Every Community Up for Retirement Enhancement) is a wide-ranging act, spanning nearly 40 provisions It is the most comprehensive retirement savings package to become law since the Pension Protection Act of 2006, and seeks to improve access to employer...

As businesses reopen and employees return to work, employers are wrestling with how to handle cash flow in unprecedented circumstances.  If you are considering suspending the employer match in your company’s retirement plan, you are not alone.  Can you suspend a match? Yes.  But that...