Burling Wealth Partners

Many people come out of tax season with a clearer view of their finances. For some, that brings confidence. For others, it raises important questions. Am I making the right decisions? Could I be more organized? Would guidance make a difference? For busy professionals and families, financial decisions are often made over time without a cohesive plan. At Burling Wealth Partners, we start with a conversation to help you get organized and build a strategy aligned with your priorities. Our latest article shares ideas for bringing more structure and clarity to your financial picture. Read more on our website. https://lnkd.in/grcdFhKt

With the first quarter now behind us, our team at Burling Wealth Partners is pleased to share our Q1 2026 Quarter in Charts. Young Im, CFA, CPA and Michael Chilla, CFA break down the forces that defined markets in Q1: shifting sector leadership, renewed inflation concerns, energy and commodity volatility, and evolving expectations for Fed policy amid geopolitical uncertainty. Explore the charts and connect with us to discuss what these trends mean for your portfolio. In a dynamic market environment, disciplined positioning and risk management matter more than ever.

As we close the book on a fast moving year across global markets, our team at Burling Wealth Partners is pleased to share our 2025 Year in Charts. Young Im, CFA, CPA and Michael Chilla, CFA chart the forces that shaped portfolios in 2025: the surge in AI driven capital spending, shifting market breadth, persistent inflation pressures, commodity swings, and the macro signals that influenced the Fed. Explore the full report and connect with our team to discuss what this means for your portfolio. In this everchanging environment, a durable portfolio is more critical than ever.

𝗔 𝗺𝗮𝗷𝗼𝗿 𝗺𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲. 𝗕𝘂𝗿𝗹𝗶𝗻𝗴 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗵𝗮𝘀 𝗰𝗿𝗼𝘀𝘀𝗲𝗱 $𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗱𝗼𝗹𝗹𝗮𝗿𝘀 𝗶𝗻 𝗰𝗹𝗶𝗲𝗻𝘁 𝗮𝘀𝘀𝗲𝘁𝘀 𝘂𝗻𝗱𝗲𝗿 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁. We launched Burling to deliver an independent and sophisticated wealth management experience built for the evolving needs of today’s families. That mission continues to guide every decision as we grow. We are expanding our team and deepening our capabilities while staying true to the boutique client experience that defines us. Thank you to our clients for their trust, support, and partnership. We are just getting started. Learn more: https://lnkd.in/gRpGNPiH Assets under management as of 12/31/2025.

Happy Holidays from all of us at Burling Wealth Partners! We’re grateful for the relationships that make our work so rewarding. May your holiday season be filled with peace, joy, and celebration.

𝗬𝗲𝗮𝗿-𝗘𝗻𝗱 𝗖𝗵𝗼𝗶𝗰𝗲𝘀 𝗧𝗵𝗮𝘁 𝗦𝗵𝗮𝗽𝗲 𝘁𝗵𝗲 𝗬𝗲𝗮𝗿 𝗔𝗵𝗲𝗮𝗱 As 2025 comes to a close, now is the time to make decisions that set the tone for 2026. From portfolio reviews and tax strategies to charitable giving and estate planning, proactive steps today can strengthen your financial future. At Burling Wealth Partners, we help align today’s actions with tomorrow’s goals. Let’s connect and finish the year strong, and start 2026 even stronger. https://lnkd.in/dJTwhrhH

This Giving Tuesday, Burling Wealth Partners is proud to support our very own Abby Davis and Tedy’s Team as they prepare for the 2026 Boston Marathon. We celebrate generosity today and encourage you to support causes that matter most to you.

As we reflect on this year, we’re filled with gratitude for those who’ve made our journey possible: our clients, colleagues, and community. Happy Thanksgiving from all of us at Burling Wealth Partners!

Today, we honor and thank the brave men and women who have served our country. Burling Wealth Partners is proud to recognize the strength, leadership, and commitment veterans bring to our communities and workplaces.

A picture is worth a thousand words. This timeless adage serves as the foundation for our inaugural Burling Wealth Partners: The Quarter in Charts. Each quarter, Young Im, CFA, CPA and Michael Chilla, CFA bring the market story to life through a series of thoughtfully curated visuals designed to highlight the key trends and themes shaping the investment landscape. Our goal is to provide clear, engaging insights that deepen your understanding of market dynamics and spark meaningful perspective on what lies ahead.