Watch Now:
2022 Q4 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

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

3 Steps to Actively Manage Your Taxes in 2026

Proactively managing your tax situation can be a daunting task, but it is essential for financial stability and building long-term wealth. There are many ways to actively manage your taxes, and in this blog post we’ll discuss three specific steps you can take to ensure you are maximizing your tax...

Learn More >>

Protecting Your Wealth: A Cybersecurity Guide with Max Alles | Ep 26

Watch or listen to the episode below:

Learn More >>

Asset Allocation 101: Cash, Bonds, Stocks & Alternatives | Ep 25

Watch or listen to the episode below:

Learn More >>

Required Minimum Distributions, The Fear & Greed Index, and Private Equity | Ep 24

Watch or listen to the episode below:

Learn More >>

Wall Street Fear-Mongering, Bitcoin's Slide & The Bond Market Comeback | Ep 23

Watch or listen to the episode below:

Learn More >>