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Thursday, December 4, 2025

Newborns could now receive $1,000 invested on day one. Wondering if your child qualifies? We explain how the new Trump Accounts work and what parents should expect in 2026. ➡️ Full article linked!

Monday, December 1, 2025

As the year comes to a close, many families reflect on the legacy they wish to leave behind — not just in wealth, but in values, purpose, and community impact. For high-net-worth families, philanthropy is often a cornerstone of that...

Monday, November 3, 2025

When disaster strikes — whether in the form of natural disasters, public health crises, or social emergencies — philanthropy often plays a critical role in delivering immediate relief and supporting long-term recovery.

Monday, October 6, 2025

As philanthropy evolves, technology and innovation are transforming how families give — making charitable efforts more efficient, transparent, and impactful. High-net-worth families and foundations are now leveraging cutting-edge tools...

Monday, September 1, 2025

In today’s philanthropic landscape, impact isn’t just about giving — it’s about outcomes. High-net-worth families and foundations are increasingly asked not only to give strategically but to demonstrate effectiveness — to family members...

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Monday, August 4, 2025

Philanthropy is often seen as a personal endeavor — but when families and organizations come together, their collective efforts can drive greater impact, innovation, and scale.

Monday, July 7, 2025

Family philanthropy is about more than charitable giving — it’s about building a legacy, strengthening family ties, and stewarding wealth for impact across generations. As families grow, so does the complexity of decision-making.

Monday, June 2, 2025

As families of wealth seek to broaden their philanthropic reach, many are increasingly drawn to global causes — from education and healthcare to humanitarian aid and environmental initiatives.

Monday, May 5, 2025

For high-net-worth families, philanthropy and investing no longer need to live in separate worlds. Increasingly, families are looking for ways to align their wealth with their values, blending financial returns with meaningful social...

Tuesday, April 22, 2025

At Burrows Capital Advisors, our investment philosophy is driven by evidence, discipline, and a commitment to doing what’s right for our clients. As markets evolve, so too must our approach to portfolio construction and wealth planning.

Tuesday, April 15, 2025

Curious about the latest trends, market performance, and strategic insights that shaped the financial landscape in Q1? Click below to view our Quarterly Review and Outlook.

Monday, April 7, 2025

At Burrows Capital Advisors, we believe that philanthropy is one of the most impactful ways to create a lasting legacy. Family foundations, in particular, offer a powerful platform for families to align their values...

Tuesday, March 11, 2025

As we step into March 2025, our philanthropy series at Burrows Capital Advisors continues with an in-depth look at advanced gift and estate planning tools. High-net-worth individuals and families seeking to leave a lasting legacy can...

Monday, February 10, 2025

A Health Savings Account (HSA) is a tax-advantaged savings account much like a 401(k), but instead used to pay for qualified medical expenses like OTC drugs, copays, contact lenses, dental services, and ambulance costs.

Thursday, January 30, 2025

It’s tax season once again, that time of year that many dread. While many look upon this season negatively, there is also a significant positive benefit to the process.

Wednesday, January 29, 2025

The comprehensive report below highlights insights into the 2024 economic landscape and their 2025 outlook. Key topics include resilient U.S. GDP growth, subdued inflation trends, and robust equity market performance, particularly in...

Tuesday, January 28, 2025

Curious about the latest trends, market performance, and strategic insights that shaped the financial landscape in Q4? Click here to view our Quarterly Review and Outlook.

Wednesday, January 22, 2025

Money isn’t just about numbers—it’s deeply emotional and psychological. Our beliefs, habits, and behaviors surrounding money often stem from childhood experiences, societal pressures, and personal values. As we step into 2025,...

Tuesday, January 21, 2025

Building a Legacy That Endures: The Importance of Legacy Planning and Philanthropy In life, success can take many forms. For some, it is building a thriving business through grit, determination, and ingenuity. For others, success is...

Thursday, January 16, 2025

The Future of 529 Plans for Education Savings As the cost of education continues to rise, families are increasingly turning to 529 plans as a powerful tool for education savings. At Burrows Capital Advisors, we believe understanding...

Wednesday, January 15, 2025

When it comes to saving and investing for the future, one of the most valuable tools at your disposal is time. The earlier you start, the more your money has a chance to grow, thanks to the magic of compound interest.

Friday, January 10, 2025

We're introducing a new segment in Ask The Analyst: The Math of Stock Returns. Dive deeper into the numbers behind your investments as we break down key concepts like compounding, annualized returns, and risk-adjusted performance.

Wednesday, January 8, 2025

The Social Security Fairness Act, HR 82, (the “Act”) concerning the Windfall Elimination Provision and Government Pension Offset, was signed into law on January 5, 2025. Upon implementation, the Social Security Fairness Act eliminates...

Wednesday, January 8, 2025

In a world where financial skills are more important than ever, equipping your children with financial literacy is one of the most valuable gifts you can provide. At Burrows Capital Advisors, we understand the significance of teaching...

Wednesday, January 8, 2025

Retirement may seem like a distant milestone, but the truth is, the earlier you start planning, the more likely you are to achieve financial freedom and confidence when you get there....

Friday, December 13, 2024

As November unfolded, the conclusion of the U.S. presidential election and the reshaped legislature removed lingering uncertainties that had weighed on the markets. This clarity helped drive the broader markets higher, yielding positive ret

Monday, December 9, 2024

Estate planning is essential to protecting your legacy and ensuring your loved ones are cared for. Here’s a step-by-step guide to help you get started:

Thursday, November 21, 2024

Welcome to a new segment of Ask The Analyst! This week, we’re diving into one of the cornerstones of investment strategy: Diversification. In our view, diversification isn’t just a strategy—it’s the foundation of good risk management.

Thursday, October 17, 2024

Curious about the latest trends, market performance, and strategic insights that shaped the financial landscape in Q3? Read more here!

Tuesday, October 1, 2024

403(b) and 457(b) plans are both retirement savings accounts offered by certain employers. They share some key features, but also have some important differences. Learn more about them here:

Monday, August 26, 2024

We have a new segment of Ask The Advisor where we dive into Stocks! Stocks represent ownership in a company, and by investing in them, you have the potential to grow your wealth as the company grows. Read more about stocks here!

Monday, August 26, 2024

We are excited to welcome Peyton deGroot to the Burrows Capital Advisors team as our new Operations Associate. Peyton brings a fresh perspective and a strong foundation in finance. Peyton is a proud graduate of Clear Springs High...

Monday, July 29, 2024

We are excited to introduce a new segment of our Ask The Analyst series, where we dive deep into important investment factors that can shape your portfolio's performance. This week, we're focusing on The Quality Factor.

Monday, July 15, 2024

Curious about the latest trends, market performance, and strategic insights that shaped the financial landscape in Q2? Click below to view our Quarterly Review and Outlook by Burrows Capital Investment Strategy Group. Q2 Quarterly...

Tuesday, July 2, 2024

We are thrilled to announce the launch of our brand new series, "Ask The Analyst." In this series, we will dive deep into investment vehicles, benchmarks, and a variety of financial products. To kick off the series, Buffered ETFs!

Thursday, May 30, 2024

Don Burrows, Founder and Managing Partner, proudly announces the addition of Craig Miller to Burrows Capital Advisors as the Director of Insurance. This strategic hire is part of the firm's ongoing expansion into the estate planning...

Tuesday, May 14, 2024

Welcome to a new segment of Ask The Advisor where we are diving into Individual Retirement Accounts (IRAs). Whether you're a seasoned investor or just starting to explore retirement planning options, our team is here to guide you through.

Monday, April 29, 2024

Welcome to a new segment of Ask The Advisor, where we're delving into the world of 401(k) plans and unlocking their incredible benefits for you! Are you ready to take charge of your financial future? Read all about it here!

Tuesday, April 16, 2024

Curious about the latest trends, market performance, and strategic insights that shaped the financial landscape in Q1? Here is our Quarterly Review and Outlook by Burrows Capital Investment Strategy Group.

Wednesday, April 10, 2024

Welcome back to another segment of "Ask The Advisor"! Today, we're diving into a crucial financial topic: Emergency Funds. We'll explore the ins and outs of emergency funds, including why you should consider having one.

Monday, April 8, 2024

Burrows Capital Advisors is pleased to announce the addition of Benton Mattson to its team as a Client Service Associate. In his new role, Benton will be responsible for providing exceptional service and support to our valued clients,...

Monday, April 1, 2024

Burrows Capital Advisors proudly announces the appointment of Payton Justice as Director of Marketing. In her role, Payton will report directly to Managing Director Rolando Villarreal and Partner Clint Auttonberry. She will be...

Monday, April 1, 2024

Burrows Capital Advisors proudly announces the appointment of Craig H. Buchholz, CRPC®, as Vice Presidents & Financial Advisor. Buchholz brings a wealth of experience and expertise to the esteemed team at Burrows Capital Advisors....

Wednesday, March 27, 2024

Welcome back to Ask The Advisor! In this segment, we'll delve into the realm of investment vehicles, specifically Exchange-Traded Funds (ETFs) and Mutual Funds. Both are popular options for investors seeking diversified portfolios, yet...

Tuesday, March 26, 2024

Burrows Capital Advisors proudly announces the promotion of Daniel Kesckes to Investment Associate. This addition to our investment strategy group aligns with the firm's strategic goals to broaden its capabilities in internal invest...

Monday, March 25, 2024

Burrows Capital Advisors, LLC is delighted to announce the appointment of James Matthews as Vice President & Financial Advisor. In his new role, Matthews will report directly to Co-founder and Partner, Michael Agol, at the firm's home...

Thursday, March 7, 2024

Welcome to the second segment of Ask the Advisor. Today, we’re diving into the world of ETFs (Exchange-Traded Funds) – a popular investment vehicle in the financial realm. What are ETFs you ask? Learn all about them here.

Monday, March 4, 2024

Burrows Capital Advisors proudly announces the addition of Felicia Reyes to its finance & accounting team as a Staff Accountant. Felicia brings with her a wealth of experience and expertise, having worked with reputable organizations...

Monday, February 19, 2024

Don Burrows, Founder & Managing Partner of Burrows Capital Advisors, LLC, is pleased to announce the acquisition of Woodall Wealth Management, effective February 19, 2024. The acquisition marks a significant milestone for both...

Wednesday, February 7, 2024

Einstein once said “Compound interest is the eighth wonder of the world. Those who understand it, earn it; those who don’t, pay it”. He was talking about "interest on interest" which is the interest earned on both...

Thursday, January 18, 2024

Burrows Capital Advisors, a leading Texas-based wealth advisory and asset management firm, announces its new office in the heart of the Dallas-Fort Worth metroplex. Located at 55 Noble CT, Heath, Texas 75032, the firm will bring its...

Monday, January 8, 2024

Burrows Capital Advisors, LLC is delighted to announce the addition of Fabian Hernandez to its team as the Director of Client Services. Fabian brings a wealth of experience and expertise in the financial industry, having previously...

Friday, September 29, 2023

Burrows Capital Advisors (BCA), a leading financial advisory firm, is excited to announce the appointment of Michael M. Terry (Mike) as Managing Director & Head of Investment Strategy. With a distinguished career spanning over two...

Friday, September 15, 2023

Burrows Capital Advisors, a prominent name in financial advisory, proudly announces the promotions of two accomplished individuals within its leadership team. Ashley Villarreal has been appointed as Managing Director & Controller,...

Wednesday, August 2, 2023

In their latest commentary, the Cetera Investment Management Team discusses Fitch’s downgrade of U.S. debt. The downgrade only adds to market risks, but the downgrade itself should not cause sustained volatility, as the reasons...

Thursday, June 15, 2023

The central bank's dot plot, which shows the expected path of interest rates, now shows a terminal rate of 5.5% to 5.75% this year.

Monday, June 5, 2023

If you want to review whether your estate plan reflects your wishes, you can contact the office at any time.When preparing their estate plans, most people decide to leave their estate to one or a combination of three beneficiaries:...

Tuesday, May 16, 2023

The United States debt ceiling is a statutory limit on the amount of money that the U.S. government is authorized to borrow. The debt ceiling was created in 1917, and it has been...

Thursday, May 4, 2023

The Banking and Savings and Loan (S&L) crisis of the 1980s and early 1990s was a period of financial turmoil in the United States that saw over 1,600 banks and 1,000 S&Ls fail, leading to a bailout of over $125 billion. The crisis had .....

Tuesday, April 25, 2023

The business cycle refers to the natural fluctuation in economic activity that occurs over time. The economy of the United States goes through periods of expansion and contraction, which are commonly known as business cycles.

Monday, April 3, 2023

SM started surveying in 1948. As this chart shows, this is the 16th time the ISM has been below 46.3 or lower.  12 of these or 75% of these instances, the economy was either in a recession or about to enter a recession.

Tuesday, March 28, 2023

If businesses are unable to get credit to operate and grow, they are likely to reduce cost, sometimes dramatically. This will mean that commercial real estate, which is already suffering from the pandemic with low occupation rates.....

Friday, March 17, 2023

Why Your Refund May Be Smaller This Year and Tips for a Tax-Smart 2023Following several years of economic stimulus programs, many taxpayers may be in for a bit of sticker shock when filing their 2022 tax returns. On average, refunds...

Monday, March 13, 2023

Bank runs can be triggered by a variety of factors, including rumors about the bank's financial health, news of financial problems in the wider economy, or other events that lead depositors to question the safety of their funds.

Wednesday, March 1, 2023

Roth IRAs are a highly recommended retirement account for a reason. Originally introduced as the ‘IRA-Plus’, these accounts were designed to empower middle-class Americans to save for retirement. To this end, they come with...

Wednesday, March 1, 2023

The financial situation you were in thirty years ago is far different from the financial situation you’re in now. You likely have different concerns and priorities. In this email, we’ve prepared a few considerations for...

Wednesday, January 25, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Thursday, January 5, 2023

It appears that America’s corporate leaders are preparing for the worst while hoping for the best.Almost half of S&P 500 CEOs in second-quarter conference calls pointed to “recession” as a potential headwind in 2023....

Sunday, December 25, 2022

Cetera Investment Management is pleased to release its annual Market Outlook for 2023 titled, "Low Expectations Are Easier to Beat." In this outlook, they discuss while they expect volatility to remain in both stocks and bonds, stocks...

Friday, December 2, 2022

Today’s yield curve is inverted – more so than it has since the 1980s. The U.S. Yield Curve (10yr treasury -- 2yr treasury) is a bone chilling -78 basis points of inversion. History tells us this may be especially...

Monday, November 28, 2022

You have achieved financial prosperity and you deserve to enjoy your success. To do that, you need a wealth plan designed to protect your holdings while also avoiding the common risks that chip away at assets. For wealthy families

Sunday, November 20, 2022

Are Trusts Part of Your Estate Plan? Create a more robust estate plan with trusts. As you've begun planning your estate, you’ve heard about trusts. You might associate trusts with people who are very wealthy and pass that wealth...

Saturday, November 12, 2022

It’s time to break from the mold.If you’ve been experiencing any of the following…A desire to establish a legacy on your termsA need for a trusted partner to accelerate your growth and support your effortsA search for...

Saturday, November 12, 2022

What’s the secret to building and maintaining wealth? A comprehensive tax strategy to ensure you hold onto the wealth you have built throughout your lifetime.Tax laws can be notoriously complicated and hard to navigate,...

Wednesday, November 9, 2022

Traditionally, I’ve been a little cautious when people say, “it’s different this time.” After all, the past few years have seen more financial “firsts” than most.But despite that skepticism, this...

Monday, November 7, 2022

It may seem counterintuitive, but one of the best ways to maintain wealth may be to give some of it away. The tax code is designed to encourage philanthropy that will support a wide range of worthy organizations. If planned correctly,...