Watch Now:
2022 Q3 Client Market & Economic Update Webinar

 

 

What you will learn:

Join Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Ben Scrivener, CFP®, AIF®  for a live roundtable discussion where you will learn key takeaways from the last quarter and watch as they answer audience Q&As.

Key Takeaways:

  • A review of global asset class performance for the quarter

  • A discussion on current market and economic risk factors

  • An update on the positioning of our U.S. equity investment strategies

Click here to download the slide deck.

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.

performance-matters-ebook-mockup

Download the eBook:

Performance Matters

7 Steps Toward More Effective Investing

Click the button below to automatically download the 12-page eBook: Performance Matters: 7 Steps Toward More Effective Investing.

 

Download my copy

Financial Planning Retirement Planning Investment Management Videos

Q1 2025 Economic & Market Review [Webinar Summary]

Presenters:  Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Bijal Patel CFA, CFP®, MT, RICP®

Learn More >>
Investment Management

Recent Market Volatility & Reaction to Tariffs [Webinar Summary]

Presenters: Andy Pratt, CFA and Adam Newman, CFA, CFP®, MT, RICP®

Learn More >>
Calculator, pen, and notebook
Financial Planning

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.

Learn More >>
Financial Planning

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. 

Learn More >>
Retirement Planning Investment Management

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®

Learn More >>