Watch Now:

Portfolio Diversification Missteps (& What To Do Instead)

Time stamps:

  • 00:00 - Introduction & Agenda
  • 02:33 - What is Asset Allocation?
  • 09:11 - Why is Asset Allocation Important?
  • 11:01 - Asset Allocation Missteps (& What To Do Instead)
    • 11:19: Misstep #1
    • 15:05 - Misstep #2
    • 20:43 - Misstep #3
    • 23:36 - Misstep #4
  • 27:26 - Personal Portfolio Analysis
  • 30:52 - Q&A

What you will learn:

  • What asset allocation is

  • Why asset allocation is important 

  • Common missteps people make with asset allocation (and what to do instead)

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.

Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.

personal_portfolio_analysis

Sample Portfolio Analysis

We use personalized portfolio analysis to help you break down your portfolio into its strengths and weaknesses. From there, we identify areas of opportunity and improvements, all through the lens of your unique financial situation and long-term objectives.

Fill out the form below to preview a Sample Portfolio Analysis.

This free 13-page PDF previews what information you can expect to see if you work with our team to analyze your portfolio, including:

  • Portfolio allocations
  • Style analysis
  • Sector analysis
  • Geographic analysis
  • Fixed income style analysis
  • Expense summary
  • Historical returns
  • Hypothetical performance history
  • Hypothetical drawdown analysis

Fill out the form to have a copy of the Sample Portfolio Analysis delivered to your inbox.
Investment Management

Economic & Market Review: Q3 2024 [Webinar Summary]

Presenters:  Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, MT, RICP®

Learn More >>
Retirement Planning

Medicare Open Enrollment 101 [Webinar Recording]

Learn More >>
Financial Planning

2024 Year-End: 5 Financial Planning Reminders

With 2024 coming to a close, it is important to ensure year-end planning items are completed before December 31. Whether they be for tax-planning, retirement or other financial planning purposes, the following are a few reminders of what you may need to review before ringing in the New Year.

...

Learn More >>
Investment Management

8 Surprising Facts About Elections & The Stock Market (Webinar Recording)

Presenters: Andy Pratt, CFA, CAIA and Bijal Patel, CFP®

Learn More >>
Financial Planning

Understanding Rollovers from 529 Plans to Roth IRAs

Historically, determining the correct amount to invest in a 529 college savings account to cover the exceedingly growing cost of higher education (without overfunding it) has been a challenge. 

Learn More >>