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Quickreads

Digital art image of a business person looking through a large set of binoculars.
Kevin Burnett | Aug 13, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Kevin Burnett | Jul 25, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings
Longevity literacy refers to your knowledge about expected lifespans and how it relates to retirement. Read now to explore how understanding longevity could
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Watercolor style picture of 5 carrots sprouting from the ground.
Kevin Burnett | Apr 9, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Woman writing in a paper planner with a pen
Kevin Burnett | Feb 28, 2022

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Businesswoman looking at her phone
Kevin Burnett | Feb 28, 2022

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Kevin Burnett | Feb 28, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Oklahoma Office

13907 Quail Pointe Drive
Oklahoma City, OK  73134

(Office) 405-757-2583

Arizona Office

               7373 E Doubletree Ranch Rd               Suite B165
Scottsdale, AZ  85258

(Office) 480-598-1700

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

 

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

 

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

 

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through PlanGroup Financial, Inc., a Registered Investment Advisor. Private Client Services, PlanGroup Financial, Inc., and Burnett Advisors Wealth Management are unaffiliated entities. Private Client Services does not accept orders and/or instructions regarding your account by e-mail, voicemail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Private Client Services reserves the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable but is not guaranteed by Private Client Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.

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