Investment Management Blog | Burney Investment Management

Performance Matters - 7 Steps Toward More Effective Investing

Written by Lowell Pratt, CFA | 3.26.2024

Why I Wrote This:

Few of my parent’s generation invested in stocks. Most worked for companies that provided pensions and socked their savings away in banks. During my generation pensions were replaced by 401(k) plans and overnight, regular people had to become effective investors. As expected, many failed and now those “thrown into the deep end” souls are retiring with inadequate resources. The purpose of this book is to address that.

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