Market momentum sliced through the data-heavy Dog Days of Summer. Investor takeaways from the tricky growth-versus-tariff policy trade-off skewed positive, economic data proved resilient, and earnings results remained constructive. The tailwinds of sustainable growth, enduring industry themes, and repositioning have propelled markets to all-time highs. Markets now enter a typically volatile seasonal stretch with plenty of momentum, but no shortage of debate. Naturally, the question remains, what now? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full August BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue's Chief Investment Officer, Doug Couden, CFA.
Watch our experts, Doug Couden, CFA, Chief Investment Officer, and King Lip, CFA, CMT, Chief Strategist, as they address factors impacting the market and our top client questions. Moderated by Tim Gordon, CIMA®, Wealth Solutions, Managing Director.
One Big Beautiful Bill Act: Significant Tax Changes
We have expanded on our breakdown of the key components of the new tax bill. Highlights include details regarding individual taxation and business taxation changes, such as Qualified Business Income (QBI) deductions and Qualified Opportunity Zones (QOZ).
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