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Financial Planning
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Financial Planning
Investment Management
The Permission to Spend Problem: When Saving Too Much Becomes the Issue | Long Story Short Podcast Ep 6
Financial Planning
Retirement Planning
Investment Management
Q2 2025 Economic & Market Review [Webinar Summary]
Financial Planning
Investment Management
Tax Law Changes, the Dividend Trap & When Should You Retire? | Long Story Short Podcast Ep 5
Financial Planning
Understanding the One Big Beautiful Bill Act (OBBBA): What High Net Worth Families Need to Know
Financial Planning
Investment Management
The New Tax Bill and Your Investment Risk: What Actually Matters | Long Story Short Podcast Ep 3
Financial Planning
Investment Management
Why Market Headlines Don't Tell the Whole Story | Long Story Short Podcast Ep 2
Financial Planning
Investment Management
Lowell Pratt Interviewed on the Long Story Short Podcast | 40 Years in Wealth Management
Financial Planning
3 Steps to Actively Manage Your Taxes in 2025
Financial Planning
Retirement Planning
Investment Management
Q1 2025 Economic & Market Review [Webinar Summary]
Investment Management
Recent Market Volatility & Reaction to Tariffs [Webinar Summary]
Financial Planning
Financial Planning Tips to Stay Tax-Savvy Throughout Your Life
Financial Planning
Understanding Rollovers from 529 Plans to Roth IRAs
Retirement Planning
Investment Management
Burney's 2025 Town Hall: Investment, Tax, and Financial Planning Insights [Webinar]
Investment Management
Economic & Market Review: Q4 2024 [Webinar Summary]
Financial Planning
Investment Management
Why Do I Own This?!?
Financial Planning
Making the World a Better Place: 4 Ways to Give Charitably in 2025
Investment Management
Economic & Market Review: Q3 2024 [Webinar Summary]
Retirement Planning
Medicare Open Enrollment 101 [Webinar Recording]
Financial Planning
2024 Year-End: 5 Financial Planning Reminders
Investment Management
8 Surprising Facts About Elections & The Stock Market (Webinar Recording)
Investment Management
What Happened in the Stock Market Yesterday? (8.5.24)
Retirement Planning
4 Mistakes to Avoid During Estate Planning
Financial Planning
Estate Planning Essentials: An Introduction to Securing Your Legacy (Webinar Recording)
Investment Management
Economic & Market Review: Q2 2024 [Webinar Summary]
Investment Management
The Evolution of Our Asset Allocation Models
Investment Management
What Happened in the Stock Market?
Investment Management
Economic & Market Review: Q1 2024 [Webinar Summary]
Financial Planning
Owning a Rental Property: Pros & Cons for Wealthy Investors
Retirement Planning
What You Need to Know about Taxes in Retirement
Investment Management
Economic & Market Review: Q4 2023 [Webinar Summary]
Financial Planning
Financial To-Dos to Kick Off 2024
Investment Management
Fixed Income: Navigating a New Environment
Investment Management
Economic & Market Review: Q3 2023 [Webinar Summary]
Investment Management
A Guide to Alternative Investments and Their Place in Your Portfolio
Investment Management
The Stock Market Doesn’t Always Make Sense: Here’s Why
Financial Planning
Breaking Down Types of Long-Term Care
Financial Planning
Paystub Analysis: How to Avoid Tax Penalties
Retirement Planning
Get to Know Social Security Retirement Benefits: A Complete Guide
Financial Planning
What is the Best 529 Plan? Consider These 5 Key Factors
Retirement Planning
When to Retire: Looking Beyond the Financials
Strategy Update: Moving to a Balanced Posture
Retirement Planning
Medicare 101: A Guide to Understanding Your Benefits (Parts A-D)
Investment Management
Is your Portfolio Overly Complicated?
Financial Planning
How to Give to Your Family During Your Lifetime: Financial Gifting Strategies
Retirement Planning
How does SECURE 2.0 Reshape your Retirement?
Investment Management
How Burney Company Selects Stocks
Retirement Planning
Should I Buy Long-Term Care Insurance? [30 Key Questions to Answer]
Investment Management
A 4-Step Framework for Investors to Evaluate Their Portfolio After a Bear Market
Retirement Planning
6 Common 401(k) Investment Questions and Strategies for Retirement Planning
Retirement Planning
Planning for Health Care Expenses in Retirement
Investment Management
Challenging the Balanced Portfolio
Financial Planning
Now is the Time...529!
Investment Management
What Happened in the Stock Market This Year?
Investment Management
Women's History Month Spotlight Summary
Retirement Planning
How Should My Investment Approach Change When I Retire?
Investment Management
How War and Geopolitical Shocks Shape Stock Markets
Investment Management
Three Reasons to Welcome the Fed's Interest Rate Hike
Financial Planning
Important Things to Know About Social Security Benefit Increases
Financial Planning
2021 Mid-year Financial Planning Guide
Financial Planning
What They Don’t Teach You in College
Financial Planning
Revisiting the Case for Value
Financial Planning
The Medicare Advantage Alternative
Financial Planning
Life-Centered Financial Planning in Times of Crisis
Financial Planning
Three Lessons from the 2020 Market Crash
Financial Planning
Achieving a Better Life Experience (ABLE: 101)
Financial Planning
Taking Control in Volatile Markets
Investment Management
How the Coronavirus Selloff Compares to Recent Selloffs
Investment Management
Strategies for Dealing with Market Selloffs
Retirement Planning
Medicare 101 (Part 3): Understanding Medicare Part B
Retirement Planning
Medicare 101 (Part 4): Understanding Part D and Medigap Policies
Financial Planning
The American Rescue Plan Act of 2021
Financial Planning
What the Additional Covid-19 Relief Package means for you
Financial Planning
The Importance of Your Financial Health
Financial Planning
Does a Roth Conversion Strategy Make Sense for You?
Financial Planning
President Biden’s Tax Plan - Will there be a tax increase in 2021?
Financial Planning
3 ways we helped our clients navigate 2020
Retirement Planning
Medicare 101 (Part 2): Understanding Medicare Part A
Investment Management
What Can We Learn from the Headlines?
Investment Management
Growth Had a Good Run…Is It Time for a Value Comeback?
Investment Management
Don’t Sell Based on Today’s Headlines
Retirement Planning
Will the Real Retirement Advisors Please Stand Up?
Investment Management
Three Reasons You Shouldn’t Worry About the Yield Curve Inversion
Investment Management
What We Are Doing in Our SSR US Equity Strategy
Investment Management
Time is Money
Financial Planning
Helpful Year End Planning Reminders
Financial Planning
You are having a child… It is time to get serious about your personal finances
Financial Planning
Burney Company – Fiduciaries since 1974
Investment Management
Timing is Not Everything
Financial Planning
Happy 5 29 Day!
Financial Planning
May 2019 Size and Style Update
Financial Planning
How the CARES Act Applies to You: Small Business Benefits (Part 2)
Financial Planning
How the CARES Act Applies to You: Individuals (Part 1)
Financial Planning
The Alphabet Soup of Education Savings Vehicles
Privacy Statement
Financial Planning
SECURE Act: A quick guide to the major changes and corresponding planning considerations
Financial Planning
It’s Better to Give & Receive… A Tax Break
Financial Planning
Estate Planning Essentials
Financial Planning
Be on the Lookout for These 2019 Tax Scams
Financial Planning
Back to School: What You Need to Know About 529 Plans
Financial Planning
Successful Investors Keep the Faith
