Insights | Burnham Harbor Private Wealth

Burnham’s Blueprint – 2nd Quarter

For better viewability, try this pdf. For the visually impaired, here is an audio version.

Donor-Advised Fund (DAF)

Check out this tax-efficient vehicle for those interested in philanthropy. For better viewability, check out this pdf.

Irrevocable Life Insurance Trust (ILIT)

Learn about this estate planning strategy! For better viewability, check out this pdf.

Spousal Lifetime Access Trust (SLAT)

Learn about this tax-efficient vehicle for married couples! For better viewability, check out this pdf.

Burnham’s Blueprint – 1st Quarter

We’ve reached the end of Q1, which means it’s time for our second Burnham’s Blueprint. Read below for insights on the current state of the economy and what we’re looking at over the next couple of months. If you have trouble viewing the images below, view a pdf here.

The Long-Term Investing Playbook

Here’s a good reminder if you find yourself wondering: is now the time to stay invested? If you have trouble viewing the images below, view here.

Burnham’s Blueprint – January 2025

We are excited to introduce our first Burnham’s Blueprint, a financial market touchpoint using up and coming industry trends, data and updates to prepare you for the months and year ahead. Burnham’s Blueprint will be published quarterly, touching on all sides of the domestic and global markets, ranging from consumer spending to recession probabilities. Let’s […]

Burnham Harbor Insights – Market Update

A bit of defense now, to setup offense later. Seeking to tactically preempt potential election-related volatility.

Burnham Market Insights – Market Volatility

Fast moving markets rinse excess & test investor theses Market volatility has returned, and we are monitoring events closely. Jitters have been driven by a confluence of events (fears of a Fed policy mistake & renewed recession worries chief among them) and exacerbated by the interconnectedness of global capital markets. A primary culprit for the […]

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