Our News and Insights

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. 

As the year winds down, it’s not just about reflecting on your successes and challenges. It’s about setting the stage for a stronger and more intentional 2026. Taking time now…

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.