Burney Wealth Management

Join us for the Burney Town Hall: Ask Us Anything this Thursday, January 9, 2025, at 12:30 PM ET. Don’t miss this live Q&A webinar featuring our panel of experts: Adam Newman, CFA,CFP?,RICP? Andy Pratt, CFA, CAIA Rhonda L. Collins, CPA We’ll discuss key topics like tax planning & preparation, investment planning, and financial planning. Register now to attend live or receive the recording! https://hubs.la/Q031gxZD0 Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.

We are honored to announce that Burney Wealth Management has been ranked #12 in this year's edition of Best RIAs to Work For! This recognition is a testament to our incredible team, whose unwavering dedication to our clients drives our success. https://lnkd.in/ecvhp9Hy

?? Exciting news! Burney Company, Rayliant Global Advisors, and Clough Capital Partners have joined forces to launch Powered By ETFs, a new partnership in ETF model management. Powered by ETFs offers advisors a comprehensive solution to help their clients achieve long-term financial goals: ??????????-?????????? ???????????? ????????????????? ?Benefit from the combined knowledge of three active managers with proven track records, collaborating to provide advisors with cutting-edge insights and strategies. ???????????? ?????????? ???????????????????? ??????????????????? ?Access time-tested, rigorously constructed asset allocation models that you can confidently match with your clients’ risk tolerance. ???????????????????? ???????????????? ???????? ???????? ????????????????:? ?Burney’s OCIO services enable advisors to effectively utilize our models and clearly communicate its benefits to clients. (Burney’s OCIO services are complimentary when advisors allocate to the ETF models). See the full press release & learn more about the partnership here: https://lnkd.in/gKM9TMm6 Check out the Powered By ETFs Website here: https://poweredbyetfs.com/

What can three generations of CIOs teach us about the markets? Join us Nov 13 at 3pm ET as industry veterans Chuck Clough, Jason Hsu, and Lowell Pratt, CFA share key lessons from managing through multiple market cycles and discuss how AI and ETFs are reshaping investment management. Register now! Attendees are also eligible for 1 CE credit: https://lnkd.in/eBrE_vg8

Happy (?) Election Day! While the nation collectively flips a coin to determine our next President, I think it's a good time to revisit how elections impact - or don't impact - the stock market. In August, Bijal Patel, CFP? and I hosted a webinar sharing 8 surprising facts about elections and the stock market. TL;DR - Vote for your preferred candidate and leave your portfolio alone #ElectionEconomics #MarketOutlook #InvestmentStrategy #EconomicPolicy #MarketVolatility #DataDrivenInvesting #FinancialPlanning #InvestmentInsights #AdvisorInsights https://lnkd.in/eWVm8bgR

?????????????? ???????????????? ?????????? ?????????????? ???????????? ???????????????????? Advisors often encounter clients with complex, tax-constrained portfolios where a simple liquidation just isn’t the right solution. We recently met with an older prospect managing a $10M+ portfolio, half of which was unrealized gains. While other advisors recommended selling everything, we offered a ???????????? ??????-?????????????????????? ???????????????? to facilitate their circumstance. Logistically, this is almost as efficient for us as converting them to one of our model allocations. How? ????????????’?? ?????????????????????? ?????????????? ???????? ??????. BTT allows ?????? ???????????????? to manage tax or otherwise constrained portfolios with ease—enabling advisors to offer custom solutions without compromising flexibility or tax efficiency. If you’re looking for ways to better serve HNW clients, retain existing clients, and grow your practice, ???????????? has the resources you need. #FinancialAdvisors #WealthManagement #PortfolioManagement #TaxEfficientInvesting #BurneyCompany #HighNetWorthClients #CustomPortfolios #ClientRetention #AdvisorTools #InvestmentStrategies

???????????????????? ????????????????: ?? ?????? ???????????? ???? ???????????????????? ?????????????? Momentum is one of the most compelling—and sometimes controversial—factors in investing. Defined simply, it refers to the tendency of a stock's price to continue moving in its current direction, whether up or down. This idea stands in stark contrast to the efficient markets hypothesis, which argues that markets fully reflect all available information. Yet, momentum suggests that trends—especially those based on recent performance—persist over time. Take a look at the year-to-date (YTD) performance of the D???? ?????????? ???????????????? ???????????? ?????????????? ???????????????? ???????????? This index aims to capture the momentum factor by going long on stocks with strong upward momentum and shorting those with downward momentum. As you can see, the index has performed impressively this year, demonstrating how effective momentum can be as an investment strategy. At ???????????? ??????????????, we leverage momentum in two key ways: 1. ???????????? ???????????????? ????????????????: We closely monitor performance over the past six months, and what we’ve found is consistent—stocks in the bottom 10th percentile, particularly the worst performers, tend to continue underperforming. While this may seem like a straightforward approach, it’s one of the most reliable signals we’ve encountered. 2. ?????????????? ?????????? ????????????????: We also employ a more nuanced approach, mixing short-, mid-, and long-term price trends to assess bearish or bullish momentum. This more complex view allows us to fine-tune our strategies and make informed investment decisions across different time frames. That said, it’s important to note that ???????????????? ??????????’?? ???????? ???? ?????? ???????????? ????????????????????. There are times when market reversals can happen quickly, and momentum strategies can be caught off guard. This is why we use momentum as just ?????? ?????????? of our broader strategy, pairing it with other factors to create a more balanced and adaptable approach. Momentum has been one of the most effective factors in the market this year, and while it's not a cornerstone of our strategy at Burney Company, it remains a valuable tool to help our clients achieve strong, risk-adjusted returns. Have you utilized momentum in your investment approach? Let’s discuss! #MomentumInvesting #InvestmentStrategies #MarketNeutral #DowJones #RiskManagement #FactorInvesting #StockMarketTrends #InvestmentPortfolio #WealthManagement #FinancialAdvisors #BurneyCompany #AssetManagement

???????????????????????????? ?????? ???????? ???????? ?????? ??????????’?? ???????? ?????????? Today’s jobs report shows continued labor market resilience: ? ????????????????: +254k (vs. +150k expected) ? ???????????? ???????????????? ??????????????: +17k ? ???????? ???????????????? ??????????????: +55k ? ???????????????????????? ????????: 4.1% (vs. 4.2% expected) ? ?????????????? ???????????? ????????????????: +0.4% Month-over-Month (vs. 0.3% expected) One key metric to watch closely is the ???????? ????????, which tracks increases in the unemployment rate based on a 3-month moving average. Historically, when the unemployment rate rises by 0.5 percentage points from its low, it signals an incoming recession, as job losses tend to gain momentum beyond that point. However, it’s crucial to remember that the ??.?? ?????????????????? ???? ???????????????? ??????????????????, based on historical data. Several confounding factors might influence the trigger this time around. For instance, after the pandemic, the unemployment rate fell to artificially low levels due to unprecedented government stimulus and a prolonged period of zero interest rates, which spurred inflation. The recent ?????????????? increase in unemployment could just be a ?????????????????????????? ???? ?????? ?????????? ????????????, especially given that we're still at historically low levels of unemployment. This differs from past instances where sharp rises in unemployment preceded economic slowdowns. ?? ?????? ????????????????: While the SAHM Rule hitting 0.5 is something to watch, we should also consider the broader context—this tick-up in unemployment might not follow the same trajectory as in previous cycles. What’s your take on this? Are we seeing a healthy labor market normalization or signs of broader economic stress? #JobsReport #SAHMRule #Unemployment #Investing #MarketOutlook #Economy #LaborMarket #PortfolioStrategy

???????? ???????? ???? ???????????? ????????????: ???? ???????????????? ???? ?????????????? ?????? ???????? ???????? ???? ?????? ???????????? Timing the market can be a high-risk, low-reward strategy. Inspired by a Morningstar study, I conducted my own analysis of the S&P 500 over the past 25 years, focusing on the impact of missing just a few of the best-performing days. The results? Clear and significant. Missing the best days in the market drastically reduces long-term returns. Check out my chart below, where I simulated the impact of missing the 10, 25, and 50 best days over the last 25 years in the S&P 500: ????????????????: ? Fully invested: ??.????% ???????????????????? ???????????? ? Missing the 10 best days: ??.????% ???????????????????? ???????????? ? Missing the 25 best days: -??.????% ???????????????????? ???????????? ? Missing the 50 best days: -??.????% ???????????????????? ???????????? Even missing just ???? ???????? over a 25-year period can halve your returns, and ?????????????? ???? can send your portfolio into negative territory! These results emphasize how difficult it is to time the market and how costly getting it wrong can be. ??The Morningstar study (included below) echoes the same findings: the best days often come during or right after the most volatile periods, making it nearly impossible to predict them. ??? ?????? ????????????????: ???????? ????????????????! The best approach is a long-term, disciplined strategy, focusing on riding out volatility rather than trying to time it. Missing just a handful of key days could derail your entire investment plan. ?? What do you think? ?????? ???? ???????????? ???????????? ???? ????????? Let’s discuss in the comments. #Investing #MarketTiming #StayInvested #SP500 #StockMarket #LongTermInvestment #InvestmentStrategy #FinancialLiteracy