Watch Now:

3 Steps to Actively Manage Your Taxes in 2023

 

What you will learn:

  • Tax Planning vs. Tax Prep (Time Stamp - 03:30)

  • Why Tax Planning is Important (Time Stamp - 04:57)

  • 3 Steps to Actively Manage Your Taxes (Time Stamp - 07:30)

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.
Financial Planning Investment Management Podcast

When Retirement Might Last Longer Than Your Career | Long Story Short Podcast Ep 7

Watch or listen to the episode below:

Learn More >>
Financial Planning Investment Management Podcast

The Permission to Spend Problem: When Saving Too Much Becomes the Issue | Long Story Short Podcast Ep 6

Watch or listen to the episode below:

Learn More >>
Financial Planning Retirement Planning Investment Management Videos

Q2 2025 Economic & Market Review [Webinar Summary]

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

Learn More >>
Financial Planning Investment Management Podcast

Tax Law Changes, the Dividend Trap & When Should You Retire? | Long Story Short Podcast Ep 5

Watch or listen to the episode below:

Learn More >>
Financial Planning

Understanding the One Big Beautiful Bill Act (OBBBA): What High Net Worth Families Need to Know

Watch or listen to the episode below:

Imagine trying to lift a stack of tax law that’s nearly as thick as a phone book (remember those?). Welcome to the world of the One Big Beautiful Bill Act—affectionately known as the OBBBA. This latest tax legislation is so hefty, it could give the...

Learn More >>