"You know more than you think you know, just as you know less than you want to know."
- Oscar Wilde
The introduction of new tariffs by the White House was arguably the most significant change to global trade policy in more than fifty years. We've been emphasizing that policy volatility is likely to lead to market volatility, and last month was a historic example. Recently, a positive shift in tariff tone, combined with strong earnings results and bearish investor positioning, helped markets recover much of the correction. With volatility expected to continue, the question remains, now what? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full May BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue's Chief Investment Officer, Doug Couden, CFA.
Maximizing Tax Efficiency Through Advanced Tax-Loss Harvesting Strategies
Listen to King Lip, CFA, CMT, Chief Strategist, and Nick Espiritu, CFP®, Wealth Advisor, Director discuss tax-loss harvesting as a powerful strategy for reducing tax liabilities. Our experts break down the differences between long-only tax-loss harvesting, highlighting its pros and cons, and dive into the advanced strategy of long/short tax-loss harvesting, demonstrating why it can be more effective than a long-only approach. Moderated by Sonia Khaki, CFA, Wealth Associate.
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