Burton Wealth Management

Burton Wealth Management

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Burton Wealth Management is dedicated to providing investment management and strategic wealth planning that is right for you. www.finra.org, www.sipc.org.

Simply put, we strive to be your trusted advisor. As an independent financial firm, we have the flexibility to offer a wide range of non-proprietary products and services, which means you receive professional financial guidance and an assurance that your best interests always come first. An advantage to working with Burton Wealth Management is the utilization of the substantial resources of the LP

APS seeks 14% rate hike, schedules hearings for customer input 09/24/2025

Anyone have thoughts on proposed rate hikes on business and residential electricity. APS website: "I'm a business customer. How will this affect my bill? If the current request is approved as proposed, the monthly bill impact to a general service customer would be between 6.5 - 30%, depending on the customer class."
https://shorturl.at/Z42W1 As for residential, about a 14% increase: https://shorturl.at/hhHz3
?

APS seeks 14% rate hike, schedules hearings for customer input Arizona Public Service, the state’s largest utility, has released dates for public hearings related to its proposed 14% rate hike.

Why Some Employees Don't Enroll In Company-Sponsored Retirement Programs 07/03/2025

Article title: "Why Some Employees Don't Enroll In Company Sponsored Retirement Programs?" I'm not surprised by these reasons . . . over the years I've seen and heard of a lot of people missing out on a better financial future because of procrastination, indecision, feeling overwhelmed, and not educating themselves or reaching out for professional advice.
https://tinyurl.com/3z23eda8

Why Some Employees Don't Enroll In Company-Sponsored Retirement Programs According to a report released this week by retirement provider Vanguard, 18% of workers eligible for a retirement plan through their employer are not enrolled.

05/17/2025

Burton Wealth Management is proud to be affiliated with LPL Financial!

Trump signs order to establish strategic bitcoin reserve By Reuters 03/09/2025

Trump signs order to establish strategic bitcoin reserve - "U.S. President Donald Trump has signed an executive order to establish a strategic reserve of cryptocurrencies by using tokens already owned by the government [from prior criminal/civil seizure proceedings], disappointing some in the market who had hoped for a firm plan to buy new tokens." Thoughts anyone?

Trump signs order to establish strategic bitcoin reserve By Reuters Trump signs order to establish strategic bitcoin reserve

02/09/2025
Visualizing the Size of U.S. Asset Markets in 2024 12/14/2024

U.S. Equity Markets grew 20.5% from 2023 to 2024. Residential real estate grew 6.6% YOY. Commercial real estate shrank 10.8%.

Visualizing the Size of U.S. Asset Markets in 2024 In this graphic, we compare various U.S. assets by nominal value, at a time of increasingly stretched valuations across several sectors.

Decision of when to retire has little to do with how much you've saved for retirement, report finds 10/08/2024

I saved this article about the decision of when to retire. Despite the article headline, finances play a big role in whether to retire. What other aspects of your life do you consider when making the retirement decision? health, passion for your work, lifestyle after retirement, being offered a "voluntary" separation package (aka the nudge by your company), your family's needs, health insurance/medicare qualification?

Decision of when to retire has little to do with how much you've saved for retirement, report finds U.S. households over age 55 control 74% of investable assets, but their retirement status has little to do with their asset levels, according to a new report.

How to write a check 07/28/2024

Paper checks are still used today, but some of the younger generations have never written a check in their lives. Here's one of many online instruction guides: How To Write a Check

How to write a check Learn to write a check efficiently and correctly with our easy-to-follow, step-by-step guide.

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Location

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14358 North Frank Lloyd Wright Boulevard, Ste 8
Scottsdale, AZ
85260

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm