Burney Company

02/12/2024

You know about the Magnificent 7. Were there other stock selection opportunities this last year?

Burney’s Senior Partner & Director of Investment Strategy Andy Pratt, CFA, CAIA shares an overview of the stock selection models used to build custom portfolios for Burney clients.

See how we evaluate our own signal effectiveness.

Are we avoiding the right stocks? Buying the right ones?

As of EOY 2023, the differential is historically pretty large.

Check out our full quarterly economic and market review webinar: https://hubs.la/Q02kLFsK0. You’ll also see our slides used with key takeaways.

Topics discussed include: Returns in the election year, the case for small caps, and more! You can also see how we run a live Q&A with clients (near the end of the webinar).

02/08/2024

What’s the case for small caps moving forward into 2024?

The long-term momentum is potentially pushing toward small caps.

Burney’s Senior Partner & Director of Investment Strategy Andy Pratt, CFA, CAIA talks U.S. Equity Strategies in our recent quarterly economic and market review webinar.

See our methodology for how we utilize short and long-term signals to build a case for small companies.

Want to hear more from Burney’s senior partners on topics like stock selection and the upcoming presidential election?

Check out our full quarterly economic and market review webinar: https://hubs.la/Q02knJj90

02/05/2024

It’s a presidential election year! What are the historical S&P 500 returns during and after US election years?

It must make a big difference, right?

But the reality is somewhat…uneventful.

Burney Wealth Managing Partner Adam Newman goes back 100 years and looks at the average market behavior for each election cycle:

A: Returns in the election year
B: Returns in the year following the election

Check out our full quarterly economic and market review webinar: https://hubs.la/Q02jV8RZ0

Topics discussed include: 2023 in Review, The Case for Small Caps, Stock Selection Opportunities Outside of the Magnificent 7, and more!

09/14/2023

See Lowell Pratt, CFA on CNBC tomorrow morning at 5:25 AM ET!

CNBC just released the FA 100 for 2023, and Burney is a Top 10 Financial Advisory Firm for the second year in a row! Lowell has been asked to appear on CNBC and let viewers know what Burney is telling clients right now.

Tune in to hear Lowell share his thoughts on:

➡️Whether he’s bullish or bearish on the market
➡️Guidance in navigating the recent ups and downs
➡️Advice he is giving clients for the rest of 2023

06/15/2023

🎥ICYMI: Burney Wealth experts hosted “The Social Security Puzzle: Putting the Pieces Together” on last week. Still want a chance to hear their insights? You’re in luck!

The recording is now available here: https://hubs.la/Q01TK3Zb0

Watch this on-demand webinar to learn about social security strategies.

06/07/2023

💡Don’t forget to join us today at 12:30 p.m. ET for our webinar: The Social Security Puzzle: Putting the Pieces Together. We’ll help you understand all the important pieces of Social Security so you can make an informed decision about how to make it work for you!

You can still register here: https://hubs.la/Q01QZ7yF0

Does Social Security seem like a puzzle to you? This webinar will help you solve the questions you have and build a powerful Social Security strategy.

06/06/2023

🗓It’s not too late to join us on Wednesday for our next webinar—The Social Security Puzzle: Putting the Pieces Together.

Save your spot today: https://hubs.la/Q01QZ69s0

We’ll be breaking down:
➡️Different perspectives people have on Social Security
➡️The intricacies of calculating your Social Security benefits
➡️Top questions to ask when putting together a powerful Social Security strategy

Does Social Security seem like a puzzle to you? This webinar will help you solve the questions you have and build a powerful Social Security strategy.

06/02/2023

Social Security is more complex than you might think, but our experts can help simplify the many choices you’ll need to make around Social Security as you approach retirement age. This is a puzzle we know how to solve! 🧩

Join us for “The Social Security Puzzle: Putting the Pieces Together” on June 7 at 12:30 p.m. ET.

Register now to save your spot: https://hubs.la/Q01QY_yG0

Does Social Security seem like a puzzle to you? This webinar will help you solve the questions you have and build a powerful Social Security strategy.

05/30/2023

🤔Are you puzzled by Social Security? Let us help you! Join us on June 7 for our next webinar, The Social Security Puzzle: Putting the Pieces Together.

Discover various perspectives on Social Security, learn about the complex process of calculating your benefits, and get answers to top questions for building a strong Social Security strategy.

Don't miss out on gaining a clear picture of what Social Security can do for you - save your spot today: https://hubs.la/Q01QZ7fQ0

Does Social Security seem like a puzzle to you? This webinar will help you solve the questions you have and build a powerful Social Security strategy.

04/29/2023

Join us on Wednesday, May 3rd at 12 p.m. ET for a webinar hosted with our partners at Caribou: Planning Early Retirement: What About Healthcare?

By the end of this webinar, you’ll have an understanding of:

💰The rising costs of healthcare and how it impacts retirement plans
🏥The health insurance options available to pre-65 retirees and their role in financial risk mitigation
📅Important dates, timing, and how to complete a personalized HealthPlanning Analysis

➡️ Register now: https://hubs.la/Q01MG4PB0

Learn all about the important role healthcare planning plays in pre-65 retirees’ financial plans on May 3rd at 12 pm EST. You’ll discover background information, data, and case studies highlighting...

04/25/2023

Considering retiring before 65? You may have questions about healthcare coverage options and timelines. We've teamed up with our partners at Caribou to host a webinar on May 3rd at 12pm ET to help answer these questions. We invite you, your friends, and loved ones to join!

➡️ Register today: https://hubs.la/Q01MG2hy0

04/13/2023

Could the SVB failure trigger a shift in the stock market phase? Learn more about the impact of this event and how it may affect your portfolio. Check out this informative article today: https://hubs.la/Q01LpJRQ0

Nasdaq

Surprisingly – unless you were overly exposed to regional banking stocks – the stock market wobbled but never really lost ground for any extended amount of time in March.