Porter, White & Company is pleased to announce that it has again been named on the National Association of Board Certified Advisory Practices (NABCAP) Premier Advisor List. Porter White was also listed in the Birmingham Business Journal’s Book of Lists, where it is ranked in two other financial areas: Financial Planners (13th) and Investment Brokerage… Read More >
News & Insights
PWCo Advises Tech Firm in $11M Funding Deal
Porter, White & Company acted as financial adviser to NthDegree Technologies Worldwide, which raised $11.2 million in financing from existing investors and new investors identified by the Birmingham firm. NthDegree is a Tempe, Ariz.-based technology startup that makes conductive ink and printed semiconductor products. To see more details in an article in the Birmingham news,… Read More >
What to do About the IRA Double Tax Hit
Individual Retirement Accounts (IRA’s) offer years of tax-deferred growth but can be double-taxed (under both estate and income tax law) at the owner’s death. Individuals should assess their goals and circumstances in planning how to maximize the after-tax value of their assets. The short answer to the question, “What to do about the IRA Double… Read More >
Consider Allocating to the Utilities Sector
As of February 2012, the low yield environment of the bond markets has lowered the expected return of fixed income securities as an asset class. Lower expected return for the fixed income asset class has necessitated a reassessment of whether client return goals can still be accomplished with the client’s current asset allocation. In some… Read More >
Jim White Weighs in on Economic Recovery
Jim White gives his perspective on economic recovery in this Business Alabama interview.
Porter White & Company Announces Name Change
I am writing to inform you of the change in the name of our registered investment advisor from PW Advisers, Inc. to Porter White Investment Advisors, Inc. This is only a change of name, everything else remains the same. As a small firm with multiple lines of business, we sometimes struggle to explain what we… Read More >
PWCo Assists Huntsville Construction Co. Sale
Porter, White & Co. assisted in the sale of Pearce Construction, a Huntsville-based general contractor, to senior members of its management team.
What To Do Now – Rebalance?
During the past week, the US government narrowly avoided default on its obligations, the financial markets declined precipitously on poor economic news, Standard & Poor’s downgraded its credit rating on the US debt from AAA to AA+, and the S&P 500 Index opened down and fell over 3% on the Monday morning after the news… Read More >
Market Recovery Update – Are We There Yet?
After falling just over 50% from its peak in October 2007, the S&P 500 has posted strong gains since the market low in March 2009. While the market meltdown in late 2008 and early 2009 is now becoming a not-so-recent memory, many are wondering if the S&P 500 has recovered.[1] Unfortunately, as of this writing,… Read More >
Goodloe White in 2011 Top 40 Under 40 by BBJ
Goodloe White, President of PW&Co, was included in the Birmingham Business Journal’s 2011 Top 40 Under 40 class.
The Economy is Looking Good For Business
The corporate finance professionals at Birmingham investment bank Porter, White & Co. have some great news for people with good ideas and cash-flowing businesses: There is money out there for hire. Porter White plans to release its annual Private Capital Markets Update today about 800 clients and financial professionals around the state and the country…. Read More >
A Paycheck for Retirement
For many people nearing or planning for retirement, the key question is: How do I replace my paycheck? Will my retirement savings be sufficient? How much can I withdraw each month? How many assets do I need to cover the basics? An investor can get some answers to these questions by obtaining quotes on annuities… Read More >
WEPA Receives Capital Infusion
Porter, White & Company acted as financial advisor to WEPA, Inc. in a $2 million capital raise for the Alabama-based technology company. To read more about the deal in the Birmingham Business Journal, click here.
Star Harvest Hopes to Cash in on Sunshine
Goodloe White comments on Alabama’s clean energy market in the Birmingham Business Journal.
How Bond Portfolios Lose Money & Bounce Back
In this commentary, we explore the underlying mechanics of what goes on inside a bond fund and how its price changes over time if interest rates experience a one-time increase. I. Introduction Interest rates are at historic lows, and while at the beginning of 2010 it seemed that interest rates could only go higher, they… Read More >
Creating Equity Portfolios
The white paper, “Creating Equity Portfolios,” poses the question “Why do we recommend certain equity allocations?” The paper reviews the nuts and bolts of diversification and the factors we consider in forming equity portfolios. By considering data and research on different asset classes, including U.S. small cap and value, international equities, emerging market equities and… Read More >
PWCo Completes $20M Bond Financing for SRI
Porter, White & Company completed a $20 million bond financing transaction for Southern Research Institute. For more details, see the article in the Birmingham Business Journal.
Selecting Asset Classes for Portfolios
Research has shown that selection of asset classes is the most important factor in determining the variation in returns of an investment portfolio across time and among portfolios.[1] This paper reviews PW&Co’s approach to selecting asset classes for inclusion in portfolios. I. Defining Asset Classes An asset class is a combination of securities that collectively… Read More >
