Resources

The Burney Advisor Services resource section provides more information about our company and how we can support financial advisors.

Featured Resource

Performance Matters - 7 Steps Toward More Effective Investing

Macro Conditions at a Glance

Investment Landscape at a Glance

2025 - Trend Continuation or Mean Reversion?

Webinar Summary: Evolution of Investing

The BAS Perspective - Rethinking Fixed Income in the 60/40 Portfolio

A Slow Rate Cut Cycle Is Good For Stocks

BAS Stock Rating Performance 2023

Reflections on 2023 and Outlook for 2024

Lowell Pratt, CFA Interviewed on Ultra High Net Worth Clients Podcast

Deficit's Spillover Effects Will Be Felt by Stocks

Market Commentary

Investment/Wealth Management Committee Summaries

July 2023
June 2023
May 2023
April 2023
March 2023