AI Investing Themes and Smart Gifting Strategies

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Long Story Short

Burney Wealth Management

21 episodes

1 week ago

Long Story Short is a weekly financial planning and investing podcast from Burney Wealth Management. Each week, your hosts Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®, discuss the biggest questions they’re hearing from clients. They’ll occasionally bring in team members and interesting guests to discuss specialized topics like estate planning, business succession, and retirement income strategies. Founded in 1974, The Burney Company is a fee-only investment advisory firm that manages $3 billion in assets. Learn more about comprehensive financial planning at burneywealth.com.

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All content for Long Story Short is the property of Burney Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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AI Investing Themes and Smart Gifting Strategies

Long Story Short

40 minutes 48 seconds

2 months ago

AI Investing Themes and Smart Gifting Strategies

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:

Why vacation home ownership often disappoints (return on hassle)
The AI investment theme and its downstream effects
Why thematic investing usually ends in disappointment
How most people already have AI exposure through diversified portfolios
Annual gift exclusions and lifetime exemptions
Cash vs. stock gifting strategies
Direct payments to medical and educational institutions
How to gift without spoiling younger recipients

⏱️ Timestamps:

(00:00) Beach vacation and vacation home ownership reality
(06:45) The AI trade resurrection and investment themes
(10:30) Why 3D printing and innovation stocks crashed
(16:00) The risk of overallocating to themes
(19:15) Federal gift tax basics and annual exclusions
(22:30) Cash vs. appreciated stock gifting strategies
(28:10) Direct payments to medical and educational institutions
(32:30) Addressing concerns about gifting to younger people
(36:30) Balancing gifting with your own retirement planning
(39:30) Podcast disclosures

Resources:

Follow Burney Wealth Management on LinkedIn

Follow Adam Newman on Linkedin

Follow Andy Pratt 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.