---
title: "Watch Now: Mid Quarter Investment Update (Q3 2022)"
description: What should you do after a bear market turnaround? Join us for a free, on-demand webinar recording for our Mid Quarter Investment Update.
image: https://burneywealth.com/hubfs/Webinars/general-webinars/921%20Webinar%20Graphics%20-%20LinkedIn.png
---

 

 

Time Stamps:

- 00:00-03:23 - Bear market overview
- 03:24-06:21 - Inspiration from unexpected sources
- 06:22-10:27 - The four F's
- 10:28-13:33 - Questions you might ask yourself
- 13:34-16:08 - Key takeaways & working with Burney Wealth
- 16:09-25:16 - Q&A

# On-Demand Webinar:

# Mid-Quarter Investment Update:

## The Importance of Follow Up after a Bear Market

**What should you do after a bear market turnaround?**

Andy Pratt, CFA, CAIA, discusses why following up on your investment strategy after a bear market turnaround is so important.

Using a framework for problem-solving, we identify how you should evaluate your portfolio including:

- Asking the right questions;
- Understanding the stress put on both you and the portfolio;
- Measuring whether your portfolio performed as expects; and,
- Learning how to identify the proper adjustments to make for the future.

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).

![Retirement Planning Checklist](https://burneywealth.com/hs-fs/hubfs/lead-magnets/retirement-readiness-checklist/Retirement%20Planning%20Checklist.png?width=250&name=Retirement%20Planning%20Checklist.png "Retirement Planning Checklist")

FREE PDF

## The only Retirement Planning Checklist you need

## Retire with confidence and peace of mind.

Our retirement planning checklist covers five important areas:

- Generating Retirement Income
- Investing in Retirement
- Taxes and Cash Flow
- Health Care and Insurance Planning
- Estate Planning

### Download Now

## 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)

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