Resources - Current Events, CIO Commentary, Signal Effectiveness

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

Size and Style Updates - April 2025

BAS Perspective: Why Invest In Private Credit?

130-30 Long-Short Strategy: A Tax-Efficient Approach to Portfolio Enhancement

March 2025 Update: Size and Style Responsive US Equity Strategy Positioning

Thoughts on the 'Liberation Day' Tariffs: An Investor’s Perspective"

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

Market Commentary

Investment/Wealth Management Committee Summaries

July 2023
June 2023
May 2023
April 2023
March 2023