Spousal Lifetime Access Trust (SLAT)
Learn about this tax-efficient vehicle for married couples! For better viewability, check out this pdf.
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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.
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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.
Read MoreBurnham’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 […]
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Burnham Harbor Insights – Market Update
A bit of defense now, to setup offense later. Seeking to tactically preempt potential election-related volatility.
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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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Burnham Market Insights – June 2024
Market review US stocks staged an impressive revenge rebound after their brief slump in April, leaving the pessimistic ‘sell in May and go away’ crowd in tears. Comeback catalysts included another round of earnings surprises from the Mega-Cap tech juggernauts and a bouquet of ‘goldilocks’ economic reports that collectively hinted at an optimal mix of […]
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Burnham Market Insights – May 2024
Market review After a steady three-week pullback that eclipsed 5%, US stocks staged a heroic rebound toward the end of the month, according to Bloomberg. Nervous investors wiped their brow as strong Q1 earnings reports from Mega-Cap tech companies helped prop up the market despite an increasingly consensus opinion that interest rates could stay higher […]
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Burnham Market Insights – April 2024
US stocks sprouted to new record highs over the month, feeding on the stimulative nutrients of robust corporate earnings, moderating inflation pressures, and a more resilient-than-expected economy.
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