The Soft(ish) Landing Meets a September to Remember
"Perfection is not attainable, but if we chase perfection we can catch excellence."
- Vince Lombardi
A busy September is set to feature interest rate cuts, more AI scrutiny, and political debates. While incoming data has been mixed, it is not collapsing, and the global cutting cycle should help reinforce a slow, but non-recessionary backdrop. While we continue to see far more volatility in asset prices than the underlying earnings and economic estimates, odds favor the busy September will continue that trend. How should investors navigate the tricky backdrop? Are there any new catalysts or concerns? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full September BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Join our experts, Gerry O’Connell, Enrolled Agent, Tax Planning, Partner and Glen Rives, JD, CFP®, Wealth Advisor, Director, for a recap of the tax changes over the past three years and a discussion of potential changes.
Hear an overview of updated RMD rules, current annual gifting limits, IRA/401K contribution amounts and tax brackets, new rules for inherited IRAs and its impact on beneficiaries, and updates for funding Roth IRAs using a 529 Plan. Plus, learn about the presidential candidates' proposals and potential tax changes related to estate and gift tax exemptions, EV and solar tax credits, and more.
Moderated by Julia Joyce Bialek, CFP®, TEP, Senior Wealth Advisory Manager.
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About BakerAvenue: Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments.
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