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Financial Planning for Every Stage of Life
The Financial Professionals at Burr Capital Advisors have over 30 years experience in providing personal service and trusted guidance to clients who are retired, preparing to retire, looking to grow and preserve their wealth in retirement, or who are looking for estate and succession planning strategies. Our goal is to help you pursue financial independence on your terms by guiding you through your financial life, as well as by offering assistance in your personal life when you seek advice or need a confidant to speak to.
We are an independent, fee based financial services firm holding ourselves to a fiduciary standard providing retirement, income, and estate planning strategies to individuals and families. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to understand both your personal and financial situations at the highest level, and provide you with only the highest quality advice, information, services, and investments to help you pursue your goals.
CARE Act Alert:
As we are sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.
Learn More About The CARE Act
Coronavirus (COVID-19) Market Alert:
In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic impact, and by the time we can, the volatility may have passed.
It’s important to remember that, in terms of market declines, the recent drop isn’t unprecedented. In fact, in the last six day-to-day declines of 3% or greater, the market rebounded higher a month later. Past performance is no indication of future returns, and it’s uncertain whether history is a good teacher in this instance.
Markets Have the Virus
Right now, markets are reacting to the news because the outcome is unknown. In a way, COVID-19 has “infected” markets all around the world. In times of market uncertainty, some traders believe the best approach is to sell. Fear is driving decisions. Nobody would blame you if this uncertainty gave you a bit of anxiety, as well.
You Don’t Buy Snow Tires in a Blizzard
By working together to develop an investment strategy that fits your risk tolerance, time horizon, and goals, we have been preparing to weather turbulence. When a blizzard hits, the people who already own snow tires are usually happier than those venturing out into the cold, hoping they’re still in stock. In the same way, it’s generally best to make decisions during periods of low market volatility. We’re in the middle of the storm right now.
Here to Support You
This may be the time you need a trusted financial professional most. During most volatility, we advise you to “stay the course,” and that generally proves to be the best course of action. In times like this, however, it’s easy to question conventional wisdom. Remember, I am here to help you and your family during this time. Whatever decisions you make, please allow me to support you through them. Feel free to reach out to me with any questions or concerns.
The SECURE Act
Value vs. Growth Investing
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Acting as an advocate in support of your financial goals, we apply industry-leading techniques with a family-oriented approach. Utilizing more than three decades experience, we don’t just look to the future and building wealth — we seek to meet your current needs with individualized care. As your personal financial consultants, we will never offer you a cookie-cutter solution. We understand your goals are unique. Rely on the professionals who know your present is as important as your future. Contact us to get started.