Watch Now:
2023 Q1 Client Market & Economic Update Webinar
What you will learn:
Join Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, RICP® 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.

What is the Best 529 Plan? Consider These 5 Key Factors
As a grandparent or parent, making informed decisions about your child or grandchild's education is crucial. One powerful tool that can help you save for their future is a 529 plan.


Strategy Update: Moving to a Balanced Posture
We’ve shared how we select stocks on this blog in the past, and while that is an important piece of our investment process, it is not nearly as important as investing in the right style of stock at the right time. Style refers to whether a company is considered Value or Growth. Growth stocks are...

Medicare 101: A Guide to Understanding Your Benefits (Parts A-D)
Medicare impacts millions of seniors every year, but few people understand how it works. There are many layers to Medicare and important decisions that need to be made, and retirees (as well as those working past age 65) are often left to educate themselves and determine the best health care...

What happened in the stock market yesterday?
This article was originally published in October of 2018, following a particularly bad day in the stock market. We now update it on a regular basis to stay up to date, but you can find the historical information below.