Porter Morgan & Associates
Porter Morgan & Associates, Wealth Management is an independently owned financial consulting firm with more than 65 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Porter Morgan’s myWealthLink is a next-generation financial information and management tool that allows you to organize, store and monitor all of your important financial and personal information in one place, which you can access from anywhere in the world via your own secure and protected Personal Financial Home Page. myWealthLink provides you with a level of coordination and control over your financial affairs that was previously unavailable, and allows us to better serve your financial needs. The link is located under the client access portal.
Whether you are just starting to save for your future, or are a seasoned investor, Porter Morgan has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective. For a unique retirement-focused learning experience, visit us at The Income for Life Model, Retirement Information Center
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Spoiler alert: interest on excess reserves, forward guidance, and asset buys will remain important.
No matter what business you’re in, once you start hiring employees, you get into the people business.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A couple become Retirement Plan Detectives, searching records from old employers.
Do you have causes that you want to support with donations?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When markets shift, experienced investors stick to their strategy.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.