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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
All Current Events Signal Effectiveness From the CIO

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

The BAS Advantage: How the Earnings Surprise model predicted NVIDIA’s Q1 2023 Earnings Beat

The BAS Advantage: How the Earnings Surprise model predicted Meta’s Q1 2023 Earnings Beat

The BAS Advantage: How the Earnings Surprise model predicted Tesla’s Q1 2023 Earnings Miss

Performance Matters - 7 Steps Toward More Effective Investing

Market Commentary

Investment/Wealth Management Committee Summaries

July 2023
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March 2023