Portman Wealth Management

Portman Wealth Management Offering Investment Advice to Help Clients Continue to Pursue their Passions in Retirement!

Patrick Portman is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member FINRA, SIPC Portman Wealth Management and United Planners are not affiliated.

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that bre...
06/24/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/22/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
06/19/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
06/17/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
06/15/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
06/12/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
06/10/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
06/08/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/05/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

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1000 Commerce Boulevard Unit B
Bardstown, KY
40004

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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