“The noblest pleasure is the joy of understanding.”
- Leonardo Da Vinci
A tricky summer for the markets is underway. “Peak inflation” continues to be elusive, growth is slowing and macro ambiguities abound. While asset prices and depressed investor sentiment reflect the uncertainty, the ever-changing narratives and whipsaw patterns are playing with investors’ nerves. As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to view our latest market update video and read the full July BakerAvenue Prudence Indicator (BAPI) commentary from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA and Chief Strategist, King Lip, CFA, CMT.
Tax-deductible interest is a borrowing expense that the IRS allows taxpayers to claim on their federal or state tax returns, in order to reduce their taxable income. However, most tax-deductible interest must be claimed as an itemized deduction. Read to learn more about the types of interest you can deduct.
Uncertainty remains and tightening financial conditions are expected. With H1 2022 coming to a close and earnings season kicking off, there is much to discuss related to the market. Join us on August 10 for a live webinar to review the first half of 2022 and discuss what's ahead.
The latest tax proposals (March 2022), means this year could be the last year to establish a Charitable Remainder Trust (CRT) that lets you convert a highly appreciated asset into lifetime income. It reduces your income taxes now, and you pay no capital gains tax when the asset is sold. Learn how CRTs work.
Real estate has historically delivered attractive investment returns through a combination of current income and price appreciation. Many investors want to include real estate as a piece of a well-diversified portfolio. View more on Real Estate Investment Trusts (REITs) as an investment alternative.
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