Porter + Guide Wealth Management

06/18/2026

Inflation is back—and retirees feel it first. This blog breaks down why rising prices threaten retirement security and what it could mean for your financial future.

Retirees’ top concern for 2026 is that inflation will erode the value of their savings.

06/17/2026

The next wave of opportunity may already be forming. Porter + Guide shares this week how IPO momentum is picking up—bringing innovation and fresh investment pathways back into focus. Read more: https://www.porterandguide.com/weekly-market-commentary/introducing-the-ipo-class-of-2026

06/15/2026

Your journey is personal.

The goals you’re working toward — and the path to reach them — are uniquely yours.

Thoughtful planning helps bring clarity to each step, without rushing the process.

When you’re ready to talk through what’s next, Porter + Guide is here to help guide the way.

06/12/2026

The decisions made after graduation quietly shape the future. This blog brings expert advice into focus,

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question Steve Rosen put to a diverse group of financial experts and financial education advocates — and they passed along their answers to this...

06/10/2026

Summer isn’t just a season—it’s an opportunity to slow down, reflect, and think more intentionally about what comes next. Planning early isn’t about worry. It’s about freedom. Freedom to enjoy the moments you’re working toward with confidence and clarity.

Discover what’s next.

06/08/2026

At Porter + Guide, our process doesn’t start with numbers—it starts with listening. Your goals. Your vision.

What you want life to look like next.

From there, we build a plan with intention. Clear direction.

Thoughtful guidance. Designed to evolve as your life does.

If you’re ready for a plan built around, you—not a template—let’s talk.

Start the conversation.
https://www.porterandguide.com/contact

06/05/2026

Be honest—when was the last time you checked your retirement contributions? This article highlights why midyear is the wake‑up call most people miss. At Porter + Guide, we see how small changes now can add up to real momentum later.

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/03/2026

Valuations are elevated—but not in isolation. Porter + Guide shares this week how growth, inflation, and AI trends are helping justify current levels—and where the risks remain. Read more: https://www.porterandguide.com/weekly-market-commentary/6xg619do1b1ivyr7woq5xn2pivr3pu

05/29/2026

Roth IRA or Traditional IRA—ever wonder which one actually makes sense for you? It’s a question we hear often, and the answer depends on your goals, your tax picture, and where you’re headed. Our team at Porter + Guide is here to help you talk it through and find the approach that fits your bigger financial picture.

There is no easy answer to this question. Traditional IRAs and Roth IRAs share certain general characteristics. But important differences exist between these two types of IRAs. In fact, the Roth IRA is in some ways the opposite of the traditional IRA.

05/28/2026

A strong retirement plan isn’t static. It adjusts—so income, spending, and expectations can move with reality. Plans that adapt keep retirees confident. Plans that don’t quietly fall behind. Build a plan that adjusts.

Talk with the Porter + Guide Wealth Management team.
👉https://www.porterandguide.com/contact