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Hidden Risks of your Investment Portfolio

Adam Newman, CFA, CFP®, RICP®, Senior Wealth Advisor and Partner identifies the gaps you may be overlooking in your approach to the market and your portfolio.

2020 Fourth Quarter Economic and Market Review

Watch as Adam, Lowell, and Andy take some time to review one of the more challenging years in recent history.

Q3 Economic and Market Review

This Quarter, Andy, Adam, and Lowell go in-depth on a variety of subjects related to the Market and the Economy over the course of this past quarter. Key Takeaways:

– A review of global asset class performance
– Current market and economic risk factors
– What the upcoming election means for your portfolio

Q2 Economic and Market Review

On July 22nd, 2020, Lowell, Adam, and Andy covered:

• A review of global asset class performance
• The strongest quarter for the S&P 500 since 1998
• Expectations for the second half of the year, which includes the Presidential election
• An update on the tactical opportunities our Size and Style Responsive US Equity Strategy is aiming to exploit

Hidden Risks of Your Portfolio

On June 23rd, 2020, Adam discussed:

- Observations of the last three months
-Asset Allocation and Risk
- Understanding your Stock Allocation
- Understanding your Bond Allocation
- Evaluating Current Stock Market Opportunities
- How did you (or your advisor) handle the recent selloff and subsequent rebound?

Q1 Economic and Market Review

Lowell, Adam, and Andy discuss the first quarter of 2020.

This Webinar will include:

· A review of global asset class performance for the quarter
· What happened to the stock market in the first quarter of the year
· A discussion on current market and economic risk factors
· An update on our Size and Style Responsive US Equity Strategy
· A review of the CARES Act and it’s impact on personal financial planning

Market Volatility Q&A

Lowell and Adam answer questions from clients about how we are responding (or not responding) to the market volatility related to the coronavirus

Coronavirus and Your Portfolio

Adam and Andy discuss the recent bout of market volatility over concerns of the coronavirus.

Topics include:

· A summary of the global asset class returns in response to the pandemic
· The correction in context

Third Quarter 2019 Market in Review

Lowell, Adam and Andy discuss global asset class returns so far in 2019, reasons for the extended pro-Growth period of outperformance and an update on our Size and Style Responsive US equity strategy.

2018 First Half Market and Economy in Review

In this webinar, we cover world asset classes, current economic topics, a review of our Size and Style Responsive Strategy and stock selection methodology and important planning considerations for the remainder of the year.

Third Quarter 2018 Webinar

Our quarterly webinar discussing global asset class performance, updates on our strategies and year-end considerations

2018 Year in Review

Join us for the recording of our quarterly webinar, “2018 Year in Review.”

The webinar includes:
– A review of global asset class performance for the quarter and year
– What happened to the stock market in the fourth quarter
– An update on our Size and Style Responsive US Equity Strategy
– A look ahead to 2019

Four Estate Planning Essentials

Why make it more complicated than it has to be? Avoid leaving your loved ones to deal with a lengthy and expensive probate process. Take a look at our short video outlining the four things you can do to sure up your estate!

Smarter Way to Plan for College

Growing your family is a time for optimism and hope but how will you pay for their future education? Take a moment to learn about how 529 plans can be a smarter way to plan for college

Time is Money

Albert Einstein once said, “Compound interest is the eighth wonder of the world. He who understands it earns it … he who doesn’t … pays it.” How can you take advantage of compounding interest? Start by watching this quick video!

October 2018 Two-Minute Market Update

A quick summary on what has transpired in global asset markets this month and its overall impact on investor goals.

Pros and Cons of Diversification

Market volatility has you thinking about the risk level of your portfolio? Our wealth management team discusses the pros and cons of reducing the risk in your portfolio and diversifying across other asset classes.

Investments 101 with Burney Wealth Management

What are the base line things you need to understand about investing? This video explores your basic investing options, describing the pros and cons of the major asset classes.

A brighter tomorrow begins today

Do you want a financial future that makes sense? Building a plan that helps you realize your financial goals requires the expertise and creative intelligence of a sophisticated wealth management firm.
We believe that to live well, you need to live ahead. Let us show you how.