Long Story Short
Long Story Short
Podcast Description
Long Story Short is a weekly financial planning and investing podcast from Burney Wealth Management.
Each week, your hosts Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®, discuss the biggest questions they’re hearing from clients. They’ll occasionally bring in team members and interesting guests to discuss specialized topics like estate planning, business succession, and retirement income strategies.
Founded in 1974, The Burney Company is a fee-only investment advisory firm that manages $3 billion in assets. Learn more about comprehensive financial planning at burneywealth.com.
Podcast Insights
Content Themes
The podcast covers a range of financial topics including tax legislation, investment strategies, market psychology, and wealth management. For example, episodes explore significant laws like the One Big Beautiful Bill Act impacting high net worth families, as well as the psychological factors influencing portfolio adjustments during market fluctuations.
Long Story Short is a weekly financial planning and investing podcast from Burney Wealth Management.
Each week, your hosts Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®, discuss the biggest questions they’re hearing from clients. They’ll occasionally bring in team members and interesting guests to discuss specialized topics like estate planning, business succession, and retirement income strategies.
Founded in 1974, The Burney Company is a fee-only investment advisory firm that manages $3 billion in assets. Learn more about comprehensive financial planning at burneywealth.com.
Welcome to 2026. In this episode, Adam and Andy kick off the new year by breaking down the financial housekeeping tasks you should tackle in January, plus key tax law changes taking effect this year.
They also address the question everyone's asking: Can this bull market keep going? Adam walks through historical data showing that the current 38-month, 90% rally is actually quite average compared to past bull markets that lasted 130+ months with gains exceeding 500%.
We cover:
Financial housekeeping for the new year (savings, spending, risk assessment)
New charitable giving deductions for non-itemizers
Changes to itemized charitable deductions based on AGI
Affordable Care Act subsidy uncertainty heading into 2026
Estate tax exemption increase to $15 million per person
Historical bull market data and what it tells us about 2026
Key trends to watch: International stocks, AI development, growth vs. value rotation
Why midterm elections shouldn't drive your investment decisions
⏱️ Timestamps:
(01:30) Happy New Year and financial housekeeping tips
(06:47) Changes to charitable giving deductions in 2026
(09:50) Affordable Care Act tax subsidy uncertainty
(11:28) Estate tax exemption increases to $15 million
(13:10) Can the stock market keep going higher?
(18:07) Historical bull market data puts 2026 in perspective
(20:33) Themes for 2026: AI, international stocks, and value rotation
(25:05) How the new Fed chair and midterm elections factor in
(28:12) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn | www.linkedin.com/company/burneywealthmanagement
Follow Adam Newman on Linkedin | www.linkedin.com/in/adam-newman-cfa-cfp%C2%AE-mst-ricp%C2%AE-cepa-48853916/
Follow Andy Pratt on LinkedIn | www.linkedin.com/in/andyjpratt/
#2026Outlook #MarketOutlook #TaxPlanning #BullMarket #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
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