Our News and Insights

Burling Wealth Partners is honored to be recognized as a 5-Star Wealth Management Team by InvestmentNews, a distinction that highlights leading advisory teams across the United States demonstrating meaningful client engagement, growth, and commitment to excellence.

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.

With tax season now behind us, many individuals and families have a clearer view of their financial picture. For some, that brings confidence. For others, it raises new questions.

We bring the past year 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.

CHICAGO, Jan. 14, 2026 — Burling Wealth Partners, an independent Registered Investment Advisor, announced today that it has surpassed $1 billion in client assets under management as of December 31, 2025.…

Investing isn’t always a straight ride up. Prices drop and markets wobble. But for long-term investors, those dips can unlock value…not just in your portfolio, but on your tax bill. One of the smartest ways to do that: tax-loss harvesting.