Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
Test Article Audience: U.S. & International
October 2026
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Test Article Audience: Canada
October 2026
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AI's Other Opportunity
The Journal | September 2026
Artificial Intelligence (AI) has come to dominate today’s market. But as many investors devote more of their attention and money to AI stocks, what is happening with the rest...
Inside a Foundation Portfolio
The Journal | August 2026
In 1996, a presentation by David Swensen, then Chief Investment Officer at Yale University, introduced Burgundy Co-Founder Richard Rooney to the idea that a foundation with an endowed corpus is theore...
Bridging Generations
August 2026
Women of Burgundy What does it really take to prepare the next generation for the opportunities and responsibilities of family wealth? Judi Cunningham is the founder of the Trella Advisory...
Process over Prediction
July 2026
When market noise is deafening, how do you build a resilient portfolio that can withstand change? At this year’s 27th Burgundy Forum, members of our Investment Team discussed what...
Observations from Planet Earth
The Journal | June 2026
Richard Rooney had sworn off market forecasting until a startling chart changed his mind. In “Observations from Planet Earth,” he reflects on the trends driving today’s markets, what happens...
Passing it On
May 2026
What you need to know about transferring wealth through gifts and loans, especially as it pertains to housing. As rising costs prompt more families to transfer wealth during their lifetimes,...