Burney Company
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You know about the Magnificent 7. Were there other stock selection opportunities this last year?
Burney’s Senior Partner & Director of Investment Strategy Andy Pratt, CFA, CAIA shares an overview of the stock selection models used to build custom portfolios for Burney clients.
See how we evaluate our own signal effectiveness.
Are we avoiding the right stocks? Buying the right ones?
As of EOY 2023, the differential is historically pretty large.
Check out our full quarterly economic and market review webinar: https://hubs.la/Q02kLFsK0. You’ll also see our slides used with key takeaways.
Topics discussed include: Returns in the election year, the case for small caps, and more! You can also see how we run a live Q&A with clients (near the end of the webinar).
06/07/2023
💡Don’t forget to join us today at 12:30 p.m. ET for our webinar: The Social Security Puzzle: Putting the Pieces Together. We’ll help you understand all the important pieces of Social Security so you can make an informed decision about how to make it work for you!
You can still register here: https://hubs.la/Q01QZ7yF0
Webinar | The Social Security Puzzle: Putting the Pieces Together Does Social Security seem like a puzzle to you? This webinar will help you solve the questions you have and build a powerful Social Security strategy.
06/06/2023
🗓It’s not too late to join us on Wednesday for our next webinar—The Social Security Puzzle: Putting the Pieces Together.
Save your spot today: https://hubs.la/Q01QZ69s0
We’ll be breaking down:
➡️Different perspectives people have on Social Security
➡️The intricacies of calculating your Social Security benefits
➡️Top questions to ask when putting together a powerful Social Security strategy
Webinar | The Social Security Puzzle: Putting the Pieces Together Does Social Security seem like a puzzle to you? This webinar will help you solve the questions you have and build a powerful Social Security strategy.
06/02/2023
Social Security is more complex than you might think, but our experts can help simplify the many choices you’ll need to make around Social Security as you approach retirement age. This is a puzzle we know how to solve! 🧩
Join us for “The Social Security Puzzle: Putting the Pieces Together” on June 7 at 12:30 p.m. ET.
Register now to save your spot: https://hubs.la/Q01QY_yG0
Webinar | The Social Security Puzzle: Putting the Pieces Together Does Social Security seem like a puzzle to you? This webinar will help you solve the questions you have and build a powerful Social Security strategy.
05/30/2023
🤔Are you puzzled by Social Security? Let us help you! Join us on June 7 for our next webinar, The Social Security Puzzle: Putting the Pieces Together.
Discover various perspectives on Social Security, learn about the complex process of calculating your benefits, and get answers to top questions for building a strong Social Security strategy.
Don't miss out on gaining a clear picture of what Social Security can do for you - save your spot today: https://hubs.la/Q01QZ7fQ0
Webinar | The Social Security Puzzle: Putting the Pieces Together Does Social Security seem like a puzzle to you? This webinar will help you solve the questions you have and build a powerful Social Security strategy.
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Address
1800 Alexander Bell Drive STE 510
Reston, VA
20191
Opening Hours
| Monday | 9am - 5am |
