August was a dynamic month across markets and the economy—from mega-cap tech milestones to labor market signals and policy anticipation. At Burney Advisor Services (BAS), we view each of these developments through the lens of helping advisors manage portfolios with discipline and insight.
This month’s content recap highlights the themes we explored in our LinkedIn posts and blog, with quick summaries and links so you can dig deeper.
Stock & Sector Highlights
NVIDIA’s AI Momentum
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NVIDIA continued to benefit from the explosive demand for AI infrastructure, cementing its role as a key driver of market performance in August. Advisors should keep an eye on concentration risk in client portfolios.
Alphabet Hits All-Time High
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Alphabet reached record levels, driven by strong fundamentals. While growth exposure continues to reward investors, valuation discipline remains critical.
ANET & AI Investment Insight
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Arista Networks (ANET) emerged as a strategic play on artificial intelligence infrastructure, highlighting how AI tailwinds continue to create selective opportunities beyond headline names.
Software Sector Watch
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Software continues to deliver growth opportunities but faces valuation and margin risks. Active monitoring remains essential for balanced exposure.
Macro & Policy Themes
Mnuchin & Yellen on the Economy
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Leadership perspectives from Steven Mnuchin and Janet Yellen provided insight into ongoing policy debates and potential market impacts.
Geopolitical Risks Remain Front & Center
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Global issues, from trade tensions to regional conflicts, continue to shape market volatility. For advisors, this underscores the importance of diversification and scenario planning.
Jackson Hole Expectations
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All eyes are on the Fed’s Jackson Hole Symposium as markets look for signals on the future policy framework. Advisors should be prepared for volatility around Fed communications.
Economic Data & Market Signals
Labor Market Softening
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New data points suggest the labor market is beginning to cool. This could ease inflation pressures but may weigh on growth-sensitive sectors.
Payroll Report Breakdown
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Payrolls continued to grow but showed some mixed signals on wages and participation. For advisors, this highlights the importance of monitoring both labor supply and inflation drivers.
Goldman Sachs on Data Centers
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Goldman highlighted the growing importance of data centers as demand for AI and cloud services expands. This theme ties into long-term infrastructure investment opportunities.
The S&P 500’s “Lost Decade”
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Reflecting on past stagnant market periods helps put current performance in perspective. The key lesson: diversify across styles, sectors, and geographies to reduce dependency on a single market cycle.
Burney Blog Spotlight
August 2025 Burney Market Wrap
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Our August blog highlighted the wide dispersion across indices and what it means for positioning in the second half of the year. From tech-driven rallies to mid-cap opportunities, the focus is on balancing growth potential with prudent risk management.
Closing: The BAS OCIO Advantage
At BAS, our goal is to help advisors cut through noise, contextualize market developments, and translate them into actionable portfolio guidance. Whether it’s tech sector insights, macro analysis, or economic signals, we deliver CIO-level research and tools that empower advisors to serve clients with confidence.
By partnering with us as an outsourced CIO, advisors gain access to:
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Proprietary research and insights.
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Portfolio construction expertise.
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Tools like the Burney Trading Tool (BTT) that streamline implementation.
Together, these resources allow advisors to focus on what matters most — building lasting client relationships.