Revocable Trust
Check out this estate planning tool! For better viewability, see this pdf.
Burnham’s Blueprint – 2nd Quarter
For better viewability, try this pdf. For the visually impaired, here is an audio version.
Donor-Advised Fund (DAF)
Check out this tax-efficient vehicle for those interested in philanthropy. For better viewability, check out this pdf.
Irrevocable Life Insurance Trust (ILIT)
Learn about this estate planning strategy! For better viewability, check out this pdf.
Spousal Lifetime Access Trust (SLAT)
Learn about this tax-efficient vehicle for married couples! For better viewability, check out this pdf.
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...
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.
Burnham’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...
Burnham Harbor Insights – Market Update
This information is provided for illustrative and educational purposes only. This information does not constitute research, personalized investment advice, or a fiduciary investment recommendation from...