Watch Now:
2023 Q2 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.

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

Financial Planning Investment Management Podcast

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

Watch or listen to the episode below:

Learn More >>
Financial Planning Investment Management Podcast

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

Watch or listen to the episode below:

Learn More >>
Financial Planning Investment Management Podcast

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

Watch or listen to the episode below:

Learn More >>
Financial Planning Investment Management Podcast

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

Watch or listen to the episode below:

Learn More >>
financial to-dos to kick off 2023
Financial Planning

Financial To-Dos to Kick Off 2026

The ringing in of a new year allows us to reflect on the previous year and plan for the one ahead. Here are a few financial “to-dos” to get you on track for 2026.

Learn More >>