“The beginning is the most important part of the work.”
- Plato
The Fed suggested it will consider “cumulative tightening” while charting its future course for interest rates, a dovish development. They also said the terminal rate is most likely “higher than previously expected,” which was decidedly hawkish. The update fits squarely with the volatile, but fluid, market backdrop. Encouragingly, sentiment remains historically bearish and better seasonal trends seem to be taking hold with October registering strong gains. We remain guarded, but optimistic. As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full November BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Tax-loss harvesting is both simple and complex. In this article, we take a look at different areas that impact tax-loss harvesting, including the Wash Sale Rule and market volatility, and examine the situations where proactive tax-loss harvesting can be particularly powerful.
From variations of governing boards, to unionization picking up in publicly traded companies, the ESG (environmental, social, governance) landscape is ever-evolving. View our Q3/2022 ESG Impact Investing newsletter with a focus on governance.
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