Painted Porch - DFW

08/18/2021

Our head of community, Kurt Schliemann, reflects on The Porch's first-ever live event...

I've been reflecting a lot on our first-ever Painted Porch event -- and nearly two weeks later, I'm still basking in the glow of all the fun we had! I hope we look back on this as an amazing first step in a larger movement for our industry -- of authenticity, community, friendship, and empowerment f...

06/25/2021

Happy 30th to our esteemed analyst, Craig Schmitt!! Hiking, eating, and drinking his way through Napa Valley is a great way to celebrate...he even saw some California Condors -- which are making a huge comeback!! 🦅🍇🍷

06/15/2021

Sourdough, anyone?
One of our analysts is perfecting his recipe and process...
Let us know if you need any baking tips!🍞

05/28/2021

We're so excited to welcome the newest members of our team, Tim Lindvall and Zach Philipp to The Porch! They're already having a tremendous impact on our clients and community.

You can learn a bit more about these exceptional humans here. https://lnkd.in/eKfMAGK

05/14/2021

Our CEO, Brian Lloyd, drops some knowledge about inflation -- what may be driving it, what investments work best if it's here to stay, and how to be a "little bit wrong" about an investment strategy geared towards beating it...

https://paintedporchadvisors.com/coffee-talk-much-ado.../

05/08/2021

Our newest analyst has arrived to DFW via Illinois...sharing his green view off his new balcony!!

05/01/2021

We have the best team, and we love to share them with our community! Meet our analyst extraordinaire, Craig Schmitt!

Meet Craig, Financial Analyst at Painted Porch.

04/26/2021

Our latest "Coffee Talk"!

https://lnkd.in/eyzDeRP

“Life is not complex. We are complex.
Life is simple, and the simple thing is the right thing.”
— Oscar Wilde

Brian and Kurt discuss the danger of thinking that investing is easy…how much of your life you get back when you stop trying to be “smart” by timing the market…and the fact that, when it comes to investing over the long-term, “simplicity wins”.

03/30/2021

One foundational element of our Help First philosophy is our donation of $100 for every financial plan we create. We are excited to announce today our support for Girls Inc. of Greater Santa Barbara — our first recipient of giving from our Help First charitable commitment!

Girls Inc. believes, like us, in human potential. For 60+ years, Girls Inc. has helped and inspired thousands of girls to become the best versions of themselves. We couldn’t be more proud to be in their corner!

One foundational element of our Help First philosophy is our donation of $100 for every financial plan we create. We wanted our first donation to go toward helping our local Santa Barbara community, the place where Painted Porch was born.

03/30/2021

Welcome to The Porch! If you're interested in learning more about us, or our novel "Help First" approach, please visit us at www.paintedporchadvisors.com/help-first