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.
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
Social Security Retirement Benefits
An aspect of retirement and supplementing your income is Social Security and understanding the nuances that come along with it.
