Tax Bills, Market Breadth & When to Actually Worry About Your Portfolio

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Long Story Short

Burney Wealth Management

22 episodes

1 day 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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Tax Bills, Market Breadth & When to Actually Worry About Your Portfolio | Ep 3

Long Story Short

36 minutes 55 seconds

4 months ago

Tax Bills, Market Breadth & When to Actually Worry About Your Portfolio | Ep 3

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:

Key provisions in the House and Senate tax bills (and what's likely to survive)
Why the estate tax exemption is going up, not down
The psychology behind portfolio risk decisions
How to think about deficits and government debt as an investor
Why market breadth matters more than you think
Iran, Israel, and the latest "crisis" markets are ignoring

⏱️ Timestamps:

(0:00) Summer songs and small talk
(3:30) Why we're starting this podcast
(4:00) Tax bill status: House vs Senate versions
(7:00) Estate tax exemptions rising to $15 million per person
(8:30) State and local tax deduction changes
(11:00) Should you worry about government deficits?
(16:00) Middle East tensions and market reactions
(29:00) The psychology of risk: When to actually adjust your portfolio
(34:00) Why stress makes you dumber (literally)
(35:00) Summer playlist recommendations

#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.