Burns Insights
Our team is proud to personally write our quarterly newsletter. We always begin the writing process with this question: What do our clients need to hear right now?
It Takes a VillageBy Noah Burns
Most of our clients know by now that my wife, Nicolette, has been experiencing a health crisis over the last two years. It involves significant pain management and frequent resting. This has affected nearly every aspect of our home life including child-care, home projects, gardening, chores, social life, etc.Newsletter
Do We Have a Risk Epidemic?By Noah Burns
What is the “top” of the market? In general, it is a point at which stocks have increased in a significant way before reversing into a decline or bear market. While the top is characterized by high investor satisfaction, it is also a time in which clients and investors are more likely to increase the risk of their portfolio. Our team starts to worry about market reversals when investors widely disregard the risks of the market. Are we seeing that now?Newsletter
I Don’t Want To Burst Your Bubble!by Noah Burns
With all the noise about stock market bubbles and analogies to the dot-com era, I thought it would be a suitable time to look at some interesting statistics about the current environment as well as market declines and recoveries.Newsletter
Your Financial Power Toolsby Noah Burns
At Stifel, we emphasize “structure over prediction,” and many of the tools we use with clients serve a similar purpose. They’re our financial “power tools” – simple, effective strategies that help you focus on what you can control and tune out the noise.Newsletter
Embracing Our Non-Binary Worldby Noah Burns
2024 has graced us with a lot of market unpleasantness so far. Corrections like these happen almost every year, but whether this is your first correction or your thirtieth, it’s never very fun.Newsletter
My Transition – Arrogance of Youth to Stubbornness of Old Ageby Robert Burns
To everything there is a season And a time to every purpose under Heaven Lyrics from Turn! Turn! Turn!Newsletter
Real Estate: A Big Piece of Your Financial PuzzleBy Noah Burns
Real estate is frequently one of our clients’ largest asset classes, and it can come in several forms, like personal residences, commercial buildings, rental property, and more. This means that the financial health of our clients often relies upon prudent management of real estate.Newsletter
Rethinking Time HorizonBy Noah Burns
Time horizon is one of the most important concepts to understand for your personal finances, yet I often see investors grossly underestimating their time horizon. In general, the longer the time horizon is for your investments, the more aggressive you can afford to be.Newsletter
218 Days: Wake Me Up When It’s OverBy Robert Burns
Can you guess what I am talking about? Well, it sure isn’t Christmas!
It’s everyone’s favorite quadrennial event, the Presidential Election. Yeah! What will this year’s election hold in store? The last one was so fun and uneventful (read sarcasm). Yeesh!Newsletter