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Your Monthly Guide to the Markets and Your Wealth

July 13, 2021 - Vol. XXVI

Shifting Narratives

Shifting Narratives

"The question is not what you look at - but how you look and whether you see."
- Henry David Thoreau

The recent move to lower bond yields suggests the bond market is signaling concern about economic growth, not inflation. Asset class rotations over the past several weeks (from cyclicals to growth), have been extreme as the market narrative has shifted from goldilocks to a growth scare. Should investors be concerned about the erratic price action?
Click to read the full July BAPI (market prudence indicator) commentary or view the latest market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA. 

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July Tax Update:

New Administration's Tax Proposals

President Biden recently announced more details on new tax proposals to fund the American Families Plan that includes expanded education, child care, paid leave, and other reforms. The proposals would raise $1.5 trillion over a decade.

View Tax Updates
Behavioral Finance

Can Thinking About

How We Think Make Us Better Investors?

Recognizing certain psychological tendencies can help us avoid common errors in judgment that may put achieving your financial goals at risk.  To explore this, we took a closer look at a few of these common proclivities.
Read Full Article
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