📩 Subscribe to the Rich Report – Weekly market and economic updates delivered Mondays at 3 PM CT.🎥 Watch The War Room – Biweekly investment committee discussions on the economy and markets.🎙 News vs. Noise – Helping you separate headlines worth acting on from those to ignore.In this August 2025 edition of Ownership Perspectives, Eric L. Dunavant and the Paradiem / Intentional Ownership Investment Team share a deep dive into portfolio updates, market conditions, and strategic positioning. From navigating political neutrality in proxy season to adjusting growth and dividend strategies, we walk you through our point of view as fiduciaries.We cover:Why political neutrality matters for the companies we ownKey shifts in growth, dividend, and hybrid strategiesThe reasoning behind recent buys and sellsHow we’re introducing Bitcoin exposure (cautiously)Strategies for tax efficiency and generosity to avoid portfolio erosionStay informed with the same research and insights guiding our clients.Timestamps:00:00 – Introduction & agenda for August’s Ownership Perspectives01:00 – Think Like an Owner: Political neutrality and proxy season takeaways03:00 – The issue of “de-banking” and why neutrality matters for shareholders06:00 – Public vs. private company standards and business focus08:00 – Shareholder rights, SEC rules, and fair corporate practices09:00 – First Trust’s “Everything is Political” insights10:00 – The Rich Report & War Room resources for clients11:00 – Market outlook: GDP strength vs. valuation concerns13:00 – Price-to-earnings ratios, tech bubble parallels, and valuation risks15:00 – Conservative positioning for future buying opportunities17:00 – Why we exited the growth strategy in 2024 and the new hybrid strategy19:00 – Portfolio allocation between dividend, hybrid, and cash21:00 – Understanding price-to-earnings in context23:00 – Performance comparisons & avoiding FOMO26:00 – Market volatility and the long-game approach27:00 – Key industries we’re watching: digital assets, software, finance, AI, nuclear31:00 – Carson on recent buys and sells: Broadcom, Paychex, Lockheed Martin, Atmos Energy37:00 – Dividend portfolio adjustments for valuation and dividend sustainability38:00 – Introducing Bitcoin via IBIT ETF for aggressive clients41:00 – Digital asset strategy and parallels to past market bubbles43:00 – Avoiding erosion: taxes, inflation, fees, and allocation drift46:00 – Tax efficiency, generosity, and integrating giving strategies50:00 – How we execute tax-loss harvesting and gifting appreciated stock55:00 – Year-end giving strategies for taxable accounts56:00 – Closing remarks & client resource remindersDisclaimer:Investment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor.Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.The views expressed in this commentary are subject to change based on market and other conditions. This video may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Past performance is not a guarantee of future results.

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