Porterfield Wealth Management

12/16/2024

🎄✨ Happy Holidays! ✨🎄

As we close out another year, we want to take a moment to say THANK YOU for your continued support and trust. It means everything to us, and we’re so grateful to have you as part of our journey.

Wishing you and your loved ones a season filled with joy, peace, and connection. Here’s to an amazing year ahead!

Warm wishes,
Garth, Melissa & Savannah

06/17/2022

In a world full of bad news right now, here is something that will raise your sprits! Tex was an amazing kid that holds a special place in my heart. He passed away from cancer and on his death bed he was so selfless he started a foundation call where his legacy lives on. Go to where ever it is that you listen to your favorite Podcast and pull it up. It will make you, laugh, cry and find a little hope that there is still good in the world.

11/25/2021

We are Thankful for all of you. Form our family to yours, Happy Thanksgiving!

11/11/2021

Thank you for your service!!

11/11/2021

Thank You for your service!!

08/05/2021

Please take a moment to read our July Market Commentary | July 2021

The S&P 500 increased for the fifth straight month in July; its longest winning streak since 2018, but treasury yields in the U.S. are the lowest they've been in 18 months. Growth potential still remains as consumers have plenty of money to spend while the Fed and government officials continue to provide their support. However, the wildcard in this scenario is the Delta variant of the Covid-19 virus.

Copy the link below to read the PDF version!

https://irp.cdn-website.com/14bbfdec/files/uploaded/July%202021%20Market%20Commentary.pdf

06/21/2021

04/17/2021

The first quarter of 2021 was one of transition. There was the transition in the White House and on Capitol Hill, and towards implementation of the Covid-19 vaccine. The transition in Washington, D.C. will dictate our country’s policy response to the virus while the vaccines have taken center stage regarding the pandemic. Take a moment to read our March Market Commentary.

https://irp.cdn-website.com/14bbfdec/files/uploaded/March%202021%20Monthly%20Market%20Commentary.pdf

03/08/2021

ChangePath Monthly Market Commentary - February 2021

One of the most important parts of my jobs is helping people understand their financial future, connecting with them the right resources, and when possible, educating them on financial matters. In this month’s commentary, I hope you get a better understanding of what is going on in the broader financial environment. If any questions or concerns arise as you read through this, please feel free to reach out to me via phone or email.

https://irp-cdn.multiscreensite.com/14bbfdec/files/uploaded/February%202021%20Monthly%20Market%20Commentary.pdf

03/01/2021

Your 2021 Tax Fact Sheet and Calendar

Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.

https://www.morningstar.com/articles/1015273/your-2021-tax-fact-sheet-and-calendar?utm_medium=referral&utm_campaign=linkshare&utm_source=link

02/10/2021

It was a tale of two halves to begin the year as the markets initially reflected optimism regarding a new stimulus package from the Biden Administration and positivity regarding the vaccine roll out. The optimism was curbed as retail investors sparked unforeseen volatility in the equity markets causing a slight de-risking in portfolios during the last week of the month.

Please take a moment to read our January market commentary by clicking on the link below1

https://static1.squarespace.com/static/566f94350e4c117c7c64c983/t/6024091ee46d993939ffa0e0/1612975270156/CP-January-2021-Monthly-Market-Commentary