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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
All Current Events From the CIO Signal Effectiveness

Burney Size & Style Responsive (SSR) Tax-Aware Strategy December 2025 Update

2025 Return Recap

November 2025 - Size & Style Responsive Tax-Aware Strategy

Stock Market Recap - November 2025

October 2025 | Monthly Commentary: Size & Style Responsive Tax Aware Strategy

Stock Market Recap - October 2025

September 2025 | Monthly Commentary: Size & Style Responsive Tax Aware Strategy

Stock Market Recap - September 2025

Six-Month Check: Tariffs’ Impacts

August 2025 SSR Tax-Aware Update