D. Whayne Porter, Kentucky Planning Partners

D. Whayne Porter, Kentucky Planning Partners

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Certified Financial Planner CFP®

Earnings for All Seasons 09/04/2026

Earnings season can move markets. Find out why.

Earnings for All Seasons Earnings season can move markets. What is it and why is it important?

Monthly Market Insights | September 2026 09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/02/2026

What does it actually cost to raise a child? You might be surprised.

Just a moment...

Women and Wealth: A Pivot Towards Retirement 08/31/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Women and Wealth: A Pivot Towards Retirement Tips and strategies for women approaching retirement to ensure a smooth transition.

Keep Your Umbrella Handy 08/28/2026

Do you need umbrella insurance? Find out more.

Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Caring for Aging Parents 08/26/2026

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

08/24/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

Just a moment...

Understanding Equity Compensation 08/21/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Understanding Equity Compensation Net Unrealized Appreciation and how it affects tax responsibilities.

Please Leave Home Without It 08/19/2026

Concerned about identity theft? Some things to leave at home.

Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Retirement Seen Through Your Eyes 08/17/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

Retirement Seen Through Your Eyes What's your vision of retirement?

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9300 Shelbyville Road Suite 1310
Louisville, KY
40222