Long Story Short

The One Big Beautiful Bill Act just became law, and at 900 pages, it's longer than War and Peace. Adam Newman breaks down the key provisions that matter most to high net worth families. We cover: How the new tax law compares to previous major legislation Permanent extension of 2017 tax cuts and current income brackets The expanded SALT deduction limit and income phase-outs New charitable givin...

What's really in the new tax bill making its way through Congress? And should you adjust your portfolio when markets feel "too good to be true"? In episode 3 of Long Story Short, Andy Pratt and Adam Newman break down the tax legislation everyone's talking about and tackle a question they get constantly: When should you actually change your risk level? We cover: Key provisions in...

How should you react when headlines scream about the next market crisis? In episode 2 of Long Story Short, Andy Pratt and Adam Newman tackle the questions they hear most from clients: Should I worry about what's happening in the Middle East? Are tariffs going to tank my portfolio? Is this market rally getting too frothy? Drawing from their daily conversations with investors, Andy and Adam prov...

What does it take to build a nearly $3 billion investment firm over four decades? In our very first episode of Long Story Short, we sit down with Lowell Pratt, President of Burney Company, for an intimate conversation about his 40-year journey from IT support to firm leadership. We cover: How Burney Company became a beta firm for Advent Software in the 1980s The military culture that shaped the fi...