• Thumnail for the monthly financcial plannign update series for this August 2026 edition.

    August 2026 Financial Planning Update

    Published On: August 12, 2026
  • July 2026 Financial Planning Update with and image of a man's hand hovering over a tablet. A holographic chart is popping up from the tablet. The Portus Wealth Advisors logo in the bottom right.

    July 2026 Financial Planning Update

    Published On: July 8, 2026
  • June 2026 Financial Planning Update from Portus Wealth Advisors and Kaitlin DeDora, showing a person's hand navigating a tablet with a hologram of a bar graph extending upward and the Portus Wealth Advisors Logo in the bottom right corner.

    June 2026 Financial Planning Update

    Published On: June 10, 2026
  • A lone male figure in smart business casual clothing -- dark trousers, a well-fitted button-down shirt, no jacket -- walking away from the camera down a winding two-lane mountain road. The figure is centered in the frame, mid-stride, posture confident and purposeful, not hurried. His back is fully turned to the camera so his face is never visible. The road curves gently ahead of him and disappears into a canopy of mature hardwood trees -- oaks, maples, and birches -- with late afternoon golden light filtering through the leaves and casting long, warm shadows across the asphalt. The surrounding landscape is unmistakably Blue Ridge -- rolling green hills layered in the background, a soft haze in the distant valleys, the kind of scene familiar to anyone who has driven through western North Carolina. The light is rich and warm, the golden hour just before sunset, with the brightest glow coming from the direction the figure is walking toward. The road ahead looks open, clear, and worth walking toward. The overall mood is cinematic, calm, and forward-moving -- a sense of quiet purpose and earned confidence rather than urgency or drama. No cars, no signs, no other figures. Just the man, the road, and what lies ahead. Shot as if from a professional cinema camera at ground level, slightly wide angle, with the road and figure as the central compositional element. Portus Wealth Advisors logo in the top right corner.

    What Is a Fee-Only Financial Advisor and Why It Matters

    Published On: June 3, 2026
  • May 2026 Financial Planning Update from Kaitlin DeDora.

    May 2026 Financial Planning Update

    Published On: May 12, 2026
  • Monthly Financial Planning template for Portus Wealth Advisors with the headline April 2026 Financial Planning Update and an image of a man navigating a tablet with some holographic images of a chart popping off the screen.

    April 2026 Financial Planning Update

    Published On: April 8, 2026
  • Man working over a tablt with a holographic image of charts popping up from the screen. Heading says Febraury 2026 Financial Planning Update

    March 2026 Financial Planning Update

    Published On: March 11, 2026
  • Image of two chains crossing ini front of each other with the title Integrated Business Planning and the Portus WEalth Advisors logo in the bottom right corner.

    Founder’s Dilemma: Disconnected Business and Personal Planning

    Published On: February 25, 2026
  • Man working over a tablt with a holographic image of charts popping up from the screen. Heading says Febraury 2026 Financial Planning Update

    February 2026 Financial Planning Update

    Published On: February 11, 2026
  • Image of a guy on a tablet. A hologram of a chart is hovering over the tablet with the words "January 2026 Financial Planning Update".

    January 2026 Financial Planning Update

    Published On: January 13, 2026