Post-Halloween candy rankings lead into two big topics: life insurance strategies and bubble fears.
Adam discusses term versus permanent life insurance, explaining why term policies make sense for most people and when permanent policies might actually fit. He covers laddering strategies, the investment component of permanent policies, and why most people just need pure coverage at the lowest cost.
Then Andy takes on the bubble question everyone keeps asking. Using charts on market recoveries, earnings growth, and profitability, he explains why current valuations actually make sense and why the current environment doesn't look like the dot-com era.
We cover:
Why term life insurance is simpler and cheaper than permanent life insurance
Laddering policies to match different financial obligations
The investment component of permanent life insurance
When permanent policies might make sense (special needs planning, estate taxes)
Why people keep asking if we're in a bubble
How this market recovery compares to past corrections
Nvidia versus Cisco - profitability changes everything
Why analyst expectations track with stock prices today
Magnificent Seven earnings and profitability trends
Seasonality patterns and the Santa Rally effect
⏱️ Timestamps:
(00:00) Halloween candy power rankings (100 Grand wins)
(03:15) Life insurance: term versus permanent explained
(04:20) Why term insurance makes sense for most people
(06:00) Laddering policies to control costs
(09:00) Permanent life insurance and the investment component
(14:10) Buy term and invest the difference strategy
(15:44) Bubble concerns and cognitive dissonance
(18:19) Market recovery comparison charts
(21:00) Cisco in 2000 versus Nvidia today
(23:00) Earnings growth across all sectors
(24:10) Magnificent Seven profitability trends
(26:00) Sentiment check - fear versus euphoria
(29:22) Seasonality and the Santa Rally
(34:00) International diversification finally working
(36:00) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn | www.linkedin.com/company/burneywealthmanagement
Follow Adam Newman on Linkedin | https://www.linkedin.com/in/adam-newman-cfa-cfp%C2%AE-mst-ricp%C2%AE-cepa-48853916/
Follow Andy Pratt on LinkedIn | https://www.linkedin.com/in/andyjpratt/
#LifeInsurance #MarketBubble #InvestingStrategy #RetirementPlanning #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Andy dresses up as an index fund for Halloween (yes, really). The costume sparks a conversation about what index funds actually are, why they've dominated recent returns, and what happens when mega-cap stocks stop outperforming.
Plus, Adam breaks down three approaches to retirement spending - from detailed spreadsheets to the famous 4% rule to a more flexible guardrails method. They also discuss what rising bear market experience means for different generations of investors.
We cover:
Why index funds are mostly just the biggest stocks in different sizes
The performance chasing problem with yesterday's winners
Small cap and value stocks historically outperforming over long periods
Three ways to figure out retirement spending (and why flexibility matters)
What the 4% rule actually assumes (and what it misses)
The guardrails approach to retirement withdrawals
How many bear markets different generations have experienced
Gifting Roth IRA contributions to young family members
⏱️ Timestamps:
(00:00) Andy's index fund Halloween costume
(02:38) Why index funds have been such a big win for investors
(04:45) The concentration problem - when the biggest stocks dominate
(06:09) Performance chasing and what happens when mega caps slow down
(08:08) Small cap and value premiums over the long run
(14:20) Three approaches to retirement spending budgets
(16:50) Why detailed budgets never play out exactly as planned
(18:50) The 4% rule and what it misses
(22:00) The guardrails approach to retirement spending
(28:30) Bear markets by generation - experience shapes perspective
(33:40) Gifting Roth IRA contributions to kids and grandkids
(36:05) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn | www.linkedin.com/company/burneywealthmanagement
Follow Adam Newman on Linkedin | https://www.linkedin.com/in/adam-newman-cfa-cfp%C2%AE-mst-ricp%C2%AE-cepa-48853916/
Follow Andy Pratt on LinkedIn | https://www.linkedin.com/in/andyjpratt/
#IndexFunds #RetirementPlanning #RetirementSpending #WealthManagement #InvestingStrategy
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Open enrollment season is here, which means it's time to review your Medicare coverage. Adam walks through the ABCs of Medicare, explains the difference between original Medicare and Medicare Advantage, and shares why even if you're happy with your plan, an annual review matters.
Plus, Andy and Adam tackle two common retirement questions: how to reduce those dreaded required minimum distributions, and whether you should pay off your mortgage before retirement (spoiler: the math answer and the peace of mind answer might be different).
We cover:
Why you should review your Medicare plan every year
Original Medicare vs. Medicare Advantage: pros, cons, and who each works best for
The actual costs of Parts A, B, D, and Medigap plans
Tax diversification strategies to reduce future RMDs
Roth conversions and the retirement window of opportunity
Qualified charitable distributions as an RMD strategy
The mortgage payoff question: when the numbers say one thing but your gut says another
Why 2-3% mortgage rates change the math entirely
⏱️ Timestamps:
(00:34) Episode 19 and keeping track of topics
(01:52) Medicare open enrollment: why annual reviews matter
(02:58) Status quo bias and Medicare plan reviews
(04:27) Original Medicare: Parts A, B, D, and Medigap explained
(07:22) Medicare Advantage: lower premiums, more perks, less flexibility
(11:05) Who should consider each type of plan
(12:19) Healthcare costs in retirement
(13:27) RMDs: the required minimum distribution problem
(15:02) When RMDs exceed your peak earning years
(16:21) Tax diversification: planning ahead to reduce RMDs
(20:40) The retirement window for Roth conversions
(23:00) Qualified charitable distributions (QCDs)
(27:27) The mortgage payoff debate begins
(29:44) When debt feels divisive
(32:33) The math vs. peace of mind calculation
(35:05) Risk tolerance and generational perspectives on debt
(37:41) Maintaining flexibility even after payoff
(39:15) Don't over-optimize your life
(39:00) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn | www.linkedin.com/company/burneywealthmanagement
Follow Adam Newman on Linkedin | www.linkedin.com/in/adam-newman-cfa-cfp%C2%AE-mst-ricp%C2%AE-cepa-48853916/
Follow Andy Pratt on LinkedIn | www.linkedin.com/in/andyjpratt/
Move Health: Medicare plan review partner | https://movehealth.io/
Ep. #16: The Psychology of Investing | burneywealth.com/blog/behavioral-biases-investing-psychology-episode-16
#Medicare #OpenEnrollment #RMDs #RetirementPlanning #MortgagePayoff #TaxPlanning
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Markets dropped 1% and the headlines went wild. Andy and Adam cut through the noise to explain why this is completely normal, what the recent data tells us about stock picking versus index investing, and why all-time highs aren't something to fear.
They also tackle a critical retirement question: how do you know when you've saved enough to actually spend your money? Plus, Adam shares why a simple calendar exercise can show more about retirement readiness than most financial calculations.
We cover:
Why 31 down days per year is totally normal for markets
The surprising data on stock pickers beating the S&P 500
Why market concentration doesn't mean what you think it means
The psychology behind fearing all-time highs
How to know when you've accumulated enough wealth
The retirement planning exercise most people skip
Why spending decisions are art, not science
⏱️ Timestamps:
(00:32) Welcome
(02:14) Market volatility: what's actually normal?
(04:43) The surprising frequency of 1% down days
(06:22) Stock picker performance versus the S&P 500
(09:00) Why "stock picking" is too broad a category
(11:47) Understanding market concentration
(14:40) The psychology of fearing market tops
(18:22) Recency bias and the "Big Long" versus the "Big Short"
(20:43) When is the market ever calm enough?
(22:47) Book recommendation: The Art of Spending
(24:14) Retirement planning: the calendar exercise
(26:39) Next week: Medicare and ACA tax credits
(27:21) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn | www.linkedin.com/company/burneywealthmanagement
Follow Adam Newman on Linkedin | https://www.linkedin.com/in/adam-newman-cfa-cfp%C2%AE-mst-ricp%C2%AE-cepa-48853916/
Follow Andy Pratt on LinkedIn | https://www.linkedin.com/in/andyjpratt/
Episode #16: The Psychology of Investing: Why We Make Bad Money Decisions | https://burneywealth.com/blog/behavioral-biases-investing-psychology-episode-16
Book recommendation: The Art of Spending Money: Simple Choices for a Richer Life by Morgan Housel | https://www.amazon.com/Art-Spending-Money-Simple-Choices/dp/0593716620
#MarketVolatility #StockPicking #RetirementPlanning #WealthManagement #InvestingPsychology
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Andy lives right outside DC, where government shutdowns actually matter. For the rest of the country? Not so much.
Markets barely react to these political theatrics anymore. Seven out of ten shutdowns since 1980 saw positive stock returns. The worst decline was 2% back in 1990.
But there's a tax change coming in 2026 that does matter: if you make over $145,000 and contribute catch-up dollars to your 401(k), those contributions will now have to be made through a Roth account, rather than a 401(k). No more deferring taxes on that extra $7,500.
Adam and Andy discuss what this means, why it's confusing, and whether it might actually be good for you long-term. Plus, they tackle the perennial question: do I need a trust?
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#RetirementPlanning #401k #EstatePlanning #Trusts #TaxPlanning #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Andy opens with a confession: industrial psychology taught him that job interviews are terrible predictors of success. That same human irrationality shows up everywhere, especially in investing.
The hosts walk through seven behavioral biases that trip up even professional investors. From overconfidence after hitting it big on Nvidia to confirmation bias keeping us stuck in echo chambers, these mental shortcuts cost real money.
Plus, they tease next week's estate planning episode on trusts.
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#BehavioralFinance #InvestmentPsychology #InvestorBiases #WealthManagement #FinancialPlanning
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Halloween decorations are acceptable, but $7 trillion in "cash on the sidelines"? Andy explains why this bullish talking point might be overblown when you examine the actual numbers relative to market size.
Plus, Andy & Adam discuss the complex world of 351 conversions - a 100+ year old tax code provision that's suddenly relevant for modern ETF launches. From charitable remainder trust optimization to why your Halloween costume might be more strategic than your investment allocation.
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#cash #etfs #charitabletrust #taxplanning #assetallocation #moneymarketrates
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Adam and Andy record live from Jackson Lake Lodge in Wyoming. It’s the same scenic backdrop where the Federal Reserve holds its annual retreat. Fitting timing, as they're discussing the Fed rate cut happening that very day and what it really means for your money.
They tackle a listener question about cutting through financial media noise to find the truth beneath the headlines. From Paul Volcker's fly fishing habits to practical retirement paycheck automation, this episode discusses how to navigate information overload in today's algorithmic news cycle.
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#FedRateCuts #MediaLiteracy #RetirementPlanning #MarketReality #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Andy's elaborate NFL betting model, designed to win a family football pool, always loses to his aunt who watches three games a year. This perfectly illustrates the over-optimization trap that plagues everything from fantasy football to financial planning.
Adam and Andy explore why the pursuit of perfection in long-term planning often backfires, from clients demanding 12.3% returns to the fatigue that comes with trying to control every variable. Plus, they break down the Warren Buffett often-repeated market indicator that has investors spooked at its current number - 215%, and explain why four major changes since 2001 might make this “best measure” obsolete.
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#OverOptimization #BuffettIndicator #MarketValuations #FinancialPlanning #InvestmentStrategy #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Bill Belichick coaching UNC proves retirement needs purpose, but the real surprise this year has been international markets. Andy and Adam break down why overseas stocks are quietly crushing US returns, plus advanced strategies for charitable giving and health savings accounts.
From Germany leading global markets to donor-advised funds and charitable remainder trusts, this episode covers the sophisticated planning tools that make the biggest impact during income transitions.
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#InternationalInvesting #CharitablePlanning #HSAStrategy #RetirementPlanning #TaxPlanning #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
College football season is starting, but Adam and Andy are more excited to tackle annuities (sort of). They explain why these "guaranteed income" products usually don't make sense, from hidden costs to lost flexibility to expensive fees.
Plus, they address recession fears while markets sit at all-time highs, discuss whether the AI trade is really dead, and debate the government's controversial stake in Intel.
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#Annuities #RetirementPlanning #RecessionFears #AIInvesting #MarketOutlook #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
A major alternative investment platform just made headlines for all the wrong reasons. Andy and Adam discuss what went wrong with YieldStreet and why “investing like the 1%” isn't as simple as it sounds.
Plus, they tackle a listener question about withdrawal strategies during market downturns. When you need money from your portfolio during bear markets, how do you avoid selling stocks at fire-sale prices?
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#AlternativeInvestments #RetirementPlanning #WithdrawalStrategies #YieldStreet #WealthManagement #SequenceOfReturnRisk
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
The AI trade is back in full swing, but should you chase it? Andy and Adam discuss why investment themes can be exciting but dangerous, and how to think about hot trends like AI, data centers, and nuclear energy.
Plus, Adam walks through the basics of family gifting strategies. From annual exclusions to gifting appreciated stock, they cover practical ways to help family members while potentially saving on taxes.
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#AIInvesting #GiftTax #EstatePlanning #WealthManagement #FamilyGifting
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Alternative investments are coming to 401(k) plans for the first time. Is this great news for regular investors or a recipe for disaster?
Andy and Adam debate whether Main Street should get excited about accessing private equity and private credit, or whether these investments will just be expensive versions of what people already have.
Plus, Adam walks through why retirement completely changes your tax situation. When paychecks stop, the entire tax burden shifts back to you. But that actually creates some incredible planning opportunities.
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#RetirementPlanning #AlternativeInvestments #TaxPlanning #401k #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
The Romans invented retirement in 13 BC for soldiers who served 20 years. Today, you might be retired longer than you actually worked.
Andy and Adam explore why traditional retirement investing advice doesn't work when you're looking at a 40-50 year retirement. They discuss the psychology of switching from accumulation to distribution, the real math behind withdrawal rates, and why the old 60/40 portfolio might leave you short.
We cover:
⏱️ Timestamps:
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
Andy’s blog: Why do I own this?!?
A Guide to Alternative Investments and Their Place in Your Portfolio
Have a question you want answered in a future episode? Email us at longstoryshort@burney.com.
#RetirementPlanning #RetirementReadiness #PortfolioManagement #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Should you spend more or save more? And what's the best way to fund your grandchildren's education?
In episode 4 of Long Story Short, Andy Pratt and Adam Newman tackle the financial advice that seems to contradict itself. From "stop buying Starbucks" to "die with zero," they explore how to find the right balance for your situation.
Plus, they break down the practical differences between 529 plans and UTMA accounts for education funding, including the pros and cons of each approach.
We cover:
⏱️ Timestamps:
#WealthManagement #EducationPlanning #InvestmentStrategy #RetirementPlanning
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. Burney Company does not provide legal, tax, or accounting advice, but offers it through third parties. Before making any financial decisions, clients should consult their legal and/or tax advisors.
Andy and Adam tackle two critical topics every investor should understand: the new tax legislation and why chasing dividend income might be costing you money.
Fresh off Adam's solo deep dive into the 900-page tax bill, they break down the key changes that matter most to clients. Then Andy explains why he gets fired up about dividend-focused investing strategies and shares a real client example that illustrates the problem.
Adam & Andy close out the episode with a key question around retirement: How do you know when you're ready to retire? Adam breaks down retirement readiness into three essential questions that go far beyond just having enough money saved.
Whether you're wondering if you're ready to retire or trying to understand the latest tax changes, this episode provides practical insights for making better financial decisions.
We cover:
⏱️ Timestamps:
#RetirementPlanning #RetirementReadiness #TaxPlanning #DividendInvesting #WealthManagement
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
Adam’s article about the One Big Beautiful Bill Act
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. Burney Company does not provide legal, tax, or accounting advice, but offers it through third parties. Before making any financial decisions, clients should consult their legal and/or tax advisors.
The One Big Beautiful Bill Act just became law, and at 900 pages, it's longer than War and Peace. Adam Newman breaks down the key provisions that matter most to high net worth families.
We cover:
⏱️ Timestamps:
#WealthManagement #TaxPlanning #EstatePlanning #RetirementPlanning #OBBBA
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. Burney Company does not provide legal, tax, or accounting advice, but offers it through third parties. Before making any financial decisions, clients should consult their legal and/or tax advisors.
What's really in the new tax bill making its way through Congress? And should you adjust your portfolio when markets feel "too good to be true"?
In episode 3 of Long Story Short, Andy Pratt and Adam Newman break down the tax legislation everyone's talking about and tackle a question they get constantly: When should you actually change your risk level?
We cover:
⏱️ Timestamps:
#WealthManagement #TaxPlanning #PortfolioRisk #MarketAnalysis
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. Burney Company does not provide legal, tax, or accounting advice, but offers it through third parties. Before making any financial decisions, clients should consult their legal and/or tax advisors.
How should you react when headlines scream about the next market crisis?
In episode 2 of Long Story Short, Andy Pratt and Adam Newman tackle the questions they hear most from clients: Should I worry about what's happening in the Middle East? Are tariffs going to tank my portfolio? Is this market rally getting too frothy?
Drawing from their daily conversations with investors, Andy and Adam provide historical context and practical perspective for today's headlines.
We cover:
⏱️ Timestamps:
This episode gives you the framework to think clearly about what actually matters for long-term wealth building.
#WealthManagement #MarketVolatility #Geopolitics #InvestmentStrategy
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. Burney Company does not provide legal, tax, or accounting advice, but offers it through third parties. Before making any financial decisions, clients should consult their legal and/or tax advisors.