Wealth Management
We are excited to welcome Brooks Blair to the Porter White & Company (PW&Co) team. Brooks is a financial analyst who supports PW&Co’s investment management clients with a focus on investment research. He started his career at SunTrust Bank, and, most recently, served ACA Performance Services...
After being asked several times my opinion on The Big Short (“Short” for short in this writing), a few days ago I went to see the movie. Short is based on the book of the same name by Michael Lewis, a leading critic of Wall...
When markets become more volatile, it is a good time to reflect on the role of bonds in a portfolio. While we do not recommend reacting to short-term changes in market movement, we do think it is a good time to examine the characteristics and...
Five years ago, the financial press was talking about the “lost decade.” The S&P 500 had not earned an investor any money, even when including dividends, for the first decade of this century (ending December 2009). While 2009 saw stocks plummet to a market low...
One of our fundamental responsibilities as an investment manager is to build sound investment portfolios. The objective of our portfolios is to meet the fundamental return needs of our clients while taking an acceptable level of risk. Inevitably, this requires that we take a long...
