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

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.


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.

What happened in the stock market yesterday?

This article was originally published in October of 2018, following a particularly bad day in the stock market. We now update it on a regular basis to stay up to date, but you can find the historical information below.

Learn More >>

Is your Portfolio Overly Complicated?

I was scrolling through Twitter on a Saturday in January, as I’m wont to do, and nestled between tweets about college basketball and NHL hockey was a tweet from one of my favorite FinTwit (Finance Twitter) follows, Brian Portnoy:

Learn More >>

How to Give to Your Family During Your Lifetime: Financial Gifting Strategies

A common theme we see among clients is the desire to give gifts to their family members. The scale of gifting can range from a birthday gift for their son to payment of college tuition for their daughter. While the gift itself may be top of mind, the gifting strategy and rules governing gifting may...

Learn More >>

Financial To-Dos to Kick Off 2023

The ringing in of a new year allows us to reflect on the previous year and plan for the next. Here are a few financial to-dos to get you on track for 2023. 

Learn More >>

How does SECURE 2.0 Reshape your Retirement?

Embedded within the year-end omnibus appropriations bill, the Setting Every Community Up for Retirement 2.0, or SECURE 2.0, was signed into law by President Biden avoiding a government shut down and providing big changes to how millions will plan for retirement moving forward. The bill itself is a...

Learn More >>