Insights

The first component of our investment philosophy is that “markets work.” This statement evokes the notion that markets are good at setting prices. The recently announced Nobel laureate, Eugene Fama, who is credited with coining the term “efficient markets,” put it as follows: “In an...

In this first video, Goodloe talks about the genesis of our investment management business and the value of advice we bring to our wealth management clients. Value of Advice for Wealth Management Clients from Porter, White & Company on Vimeo. This video addresses the retirement savings challenge...

While the “great recession” may finally be in the history books, it is a fact of life that in good economic times or bad economic times, companies may find themselves in financial distress. The potential reasons for this are countless-- competitive pressures, investment decisions gone...

Forward-looking financial statements are associated with many significant financial transactions. Credible financial projections are particularly important when a business encounters financial difficulty, and frequently become a necessary condition of forbearance by a creditor, or of new or additional financing by an investor. Since the finance...

I. Overview We are frequently asked by clients if they should pay for IRA related fees out of their IRA account or out of their checking account. At first, the answer appears simple: why would someone want to effectively reduce their IRA contribution by the amount...