August 2025 Market Update - Playback

Listen to the Market Update by Andy Schwartz and Peter Boockvar from August 14, 2025

Markets have rallied sharply since April, but questions remain around tariffs, inflation, and the Fed’s next moves. In this session, our team breaks down what’s driving performance, where risks and opportunities lie, and how recent tax law changes could impact your financial plan..

CIO Peter Boockvar provides a detailed market outlook, while CEO Andy Schwartz highlights key planning considerations for the months ahead.

Discussion Topics:

• Market Rebound: What fueled the 30% surge since April and why valuations matter now
• Tariffs & Inflation: How higher import costs are shaping CPI, PPI, and rate expectations
• Global Leadership: Why international markets are outperforming U.S. equities
• Interest Rates: Fed’s likely September cut and what it means for borrowing and investing
• Tax Law Highlights: Estate exemptions, SALT cap increase, 529 updates, and 401(k) catch-up provisions