HubSpot Video


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

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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

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