We bring the past quarter to life through a series of thoughtfully curated charts designed to highlight key trends and themes shaping the markets. Our goal is to provide clear, engaging insights that deepen your understanding of market dynamics and spark meaningful perspective on what lies ahead.

Charitable Giving in 2025 vs. 2026: Timing Matters September 4, 2025A critical window for charitable giving is closing. New tax rules will soon reduce the tax benefits for generous high-net-worth…

The Burling Brief: Six Big and Beautiful Planning Moves to Consider Zachary Patzik, CFA, CFP Managing Director, Senior Wealth Advisor zpatzik@burlingwp.com July 25, 2025 Earlier this month, the One Big…

The Gift of Education: Planning for a Meaningful Legacy Zachary Patzik, CFA, CFP Managing Director, Senior Wealth Advisor zpatzik@burlingwp.com May 29, 2025 Few gifts are more powerful than education. It…

Burling Wealth Partners is honored to announce that we have been recognized by Crain’s Chicago Business as one of Chicago’s Largest Wealth Management Firms. Thank you to our valued clients,…

As Chicago’s wealth management industry grows more crowded, Burling Wealth Partners founder Steven Resnik sees an opening. A former private-equity investor, Resnik is keenly aware of how well-heeled private-equity firms…

Tax season is here—but good tax planning isn’t just a once-a-year thing. Our guide highlights important information and documents to keep top of mind.