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Performance Matters
7 Steps Toward More Effective Investing
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Financial Planning Tips to Stay Tax-Savvy Throughout Your Life
It's said the only constant is change, but there's also that saying about death and taxes.
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.
Burney's 2025 Town Hall: Investment, Tax, and Financial Planning Insights [Webinar]
Presenters: Andy Pratt, CFA, CAIA, Rhonda Collins, CPA, and Adam Newman, CFA, CFP®, MT, RICP®
Economic & Market Review: Q4 2024 [Webinar Summary]
Presenters: Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, MT, RICP®
Why Do I Own This?!?
The whole idea behind asset allocation is to own a bunch of fundamentally different things that behave in fundamentally different ways as part of an investment portfolio. Some years are good for the stock market and some are bad. In the bad years, you want to own things that are going up, or at...