Porter + Guide Wealth Management

10/07/2026

Trump Accounts; What You Need to Know

Here's a breakdown of how Trump Accounts work, who qualifies for free money and when the funds can be withdrawn.

10/05/2026

"How we spend our days is, of course, how we spend our lives." — Annie Dillard. This is from her book The Writing Life (1989).

This is a simple but great reminder to live with intention or what we like to say “Live on Purpose.” This week, make sure you spend your days the way you would want to spend your life.

10/02/2026

In the spirit of sharing good news, my son participated in Athletes Helping Athletes at Malvern Prep for the 4th year. Every time we participate, my wife and I can't help but comment on how mature and caring the young men at the school are. The way they include my son and make him feel special is something that I hope every parent gets to experience. Way to go Malvern Prep and way to go parents of these young men. You are doing an incredible job.

09/30/2026

09/28/2026

Standford University study found that news outlets produce 80% more negative news than positive news. This week, we want to encourage you to help reverse the trend. Read positive news, share positive news, tag us on positive news articles. We will try and do the same.

*The Data Behind Your Doom Scroll: How Negative News Takes Over Your Feed

https://hai.stanford.edu/news/the-data-behind-your-doom-scroll-how-negative-news-takes-over-your-feed

For now, here is a cute picture of Punch the monkey

09/25/2026

We went and saw Ed Sheeran last weekend. He is an amazing artist that was in the crossfire of a major controversy. This post isn't about the controversy, but his approach to how he handled it. He was pressured to cancel his concert, but his core beliefs and his "why" told him otherwise. Ed admitted that the easy path forward was not to do the show. But when he evaluated the decision, his core beliefs on why he performed concerts helped inform his decision to play on. In this situation, it paid off. The crowd showed their support, but the decision clearly weighed on him.

Bronnie Ware, worked on hospice for years. When she wrote the book "Regrets of the Dying" the number one regret was wishing they had the courage to live a life true to themselves instead of living up to the expectations of others.

Make sure to spend time evaluating your core beliefs and your "why." Don't forget to return to your core beliefs when making decisions. For me personally, it is to fully follow Jesus. That means when I am faced with very hard decisions I turn to the Bible and pray. Think about your core beliefs and when challenged, don't forget to turn those beliefs.

09/24/2026

Health Worth Planning For

At Porter and Guide, we get weirdly excited about Health Savings Accounts (HSAs). Most of us are not using an HSA to their full benefit. Here it is:

Three tax breaks, back to back: the money goes in before taxes, it grows tax-free, and it comes out tax-free for qualified medical costs. Nothing else in the tax code does all three.

The part most people miss: you don't have to spend it this year. Pay the small stuff out of pocket, leave the balance invested, and you're quietly funding care that's decades away.

2026 limits are $4,400 individual, $8,750 family, plus $1,000 more if you're 55 or older. (You'll need a high-deductible health plan to contribute.)

If your HSA is sitting in cash, that's a short conversation worth having before year-end. Send us a message — we'll look at it together.

09/21/2026

Money the Magnifier 🔎

Money is a tool. We say that a lot in client meetings — usually right before the more important question: What do you want this money to do for you?

If I had to name the tool money most resembles, I'd say a magnifying glass.

When someone's money grows, what usually grows with it is the person they already were. Generous people become more generous. People who love to travel take more trips. People who chase experiences chase more of them.

Here's the part that surprises people. If you carry a scarcity mindset — if money equals security to you — having more of it doesn't make you feel more secure. It just magnifies the scarcity.

Yes, one of our jobs as your advisor is to grow your assets. The other is to have the real conversation about what we're growing it for, and what you actually want magnified.

If you've never had that second conversation, let's start there. Reach out and we'll put it on the calendar.

09/18/2026

Exciting things happening at Porter + Guide!

Bobby and his wife, Maddie, are having twin girls! 🎀🎀 They did a gender reveal in Ocean City and dug up little pink shells.

We’re very happy for our P+G team member as his family grows by two!