---
title: On Demand Webinar - Is It Time for a Portfolio Checkup?
description: In case you missed it, Partner and Director of Investment Strategy, Andy Pratt, CFA, CAIA presented an update on the recent market changes
---

 

# On-Demand Webinar:

# Is It Time for a Portfolio Checkup?

## Market Update

**What You Will Learn:**

During the event, Partner and Director of Investment Strategy, [Andy Pratt](https://www.burneywealth.com/leadership/andy-pratt-cfa-caia?hsLang=en), CFA, CAIA presented an update on the recent market changes.

If you have any questions or are interested in talking to a financial advisor about taking action steps discussed in this webinar, please contact us at [info@burneywealth.com](mailto:info@burneywealth.com).

## Featured content from our blog

![services_7](https://cdn2.hubspotqa.net/hubfs/101074995/raw_assets/public/cms-martech-theme/images/icon1.svg)

### Social Security Retirement Benefits

An aspect of retirement and supplementing your income is Social Security and understanding the nuances that come along with it.

[Learn more

](https://www.burneywealth.com/financial-planning/what-is-social-security-retirement-benefits?hsLang=en)

![services_7](https://cdn2.hubspotqa.net/hubfs/101074995/raw_assets/public/cms-martech-theme/images/icon1.svg)

### Tax Treatment for Investment Accounts

The purpose of this blog post is to provide general education on the tax treatment of the most common and popular retirement investment account types.

[Learn more

](https://www.burneywealth.com/financial-planning/understanding-the-tax-treatment-for-various-types-of-investment-accounts?hsLang=en)

![services_7](https://cdn2.hubspotqa.net/hubfs/101074995/raw_assets/public/cms-martech-theme/images/icon1.svg)

### How Should My Investment Approach Change When I Retire?

A very common question those approaching retirement ask is “what changes should I make to my investment portfolio, and when”?

[Learn more

](https://www.burneywealth.com/retirement-planning/how-to-change-your-investment-portfolio-as-you-near-retirement?hsLang=en)

![](https://px.ads.linkedin.com/collect/?pid=6792012&fmt=gif)

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