Burney Company

Burney Company Burney Wealth Management helps guide families to financial freedom in today’s complex world using active investment management and advanced financial planning.

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!

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1800 Alexander Bell Drive STE 510
Reston, VA
20191

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Monday 9am - 5am

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+18669287639

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Videos

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 portfo
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 portfo

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).

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 quarte
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 quarte

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

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
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

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!

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Our Story

For the last 45 years, The Burney Company, a fiduciary, has worked with clients across North America to assist in financial planning, tax planning, retirement planning. What sets us apart is that our team works with a limited number of clients which enables us to bring personalization to your plans and track it continuously to ensure we are meeting your financial goals. Each client works with an experienced Portfolio Manager, supported by a dedicated team of analysts. We focus on building relationships that provide powerful support in both strong and challenging markets. Burney's structured, fundamental approach to equity analysis and portfolio management drives our investment process.