“There are some things you learn best in calm, and some in storm.”
-Willa Sibert Cather
Russia’s attack on Ukraine has injected material uncertainty into the capital markets. Risk appetites have disappeared, and financial conditions have tightened, driven primarily by the spike in commodity prices. The world has settled into an uncomfortable war of attrition, with investors pondering the circumstances and timing of de-escalation or worsening global economic drag. Encouragingly, the invasionand corresponding market correction are happening against a backdrop of strong economic growth and record corporate profitability. Click to view our latest market update video and read the full March BakerAvenue Prudence Indicator (BAPI) commentary from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Pre- to Post-IPO Planning to Optimize Your Stock Options
An IPO can potentially cause significant personal and professional life transitions. View this comprehensive guide to learn common mistakes made in the IPO process, plus what to consider when your company enters the public market.
Alternative investments are complex in nature, often with high minimum investments and fee structures. Read our white paper to understand the potential impact of alternative investments on your portfolio's risk and return.
Weren't able to attend our webinar on financial, emotional, and physical wellness? Watch the on-demand recording now, plus be on the lookout for our next MasterClass series on digital assets coming soon.
Celebrating All Women: Women's History Month & International Women's Day
Join us in celebrating the women of BakerAvenue and other inspiring women across the decades, from all walks of life. During these devastating times, we want to recognize the heroic Ukrainian women who are fighting for their country.
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.
Driven by our purpose, we strive to make a positive impact on society alongside financial return. We’re headquartered in San Francisco with offices in New York, Dallas, Seattle, and San Diego.
BakerAvenue is a registered investment advisor regulated by the SEC whose mission is to protect investors and maintain the integrity of the securities market. Under the strict SEC rules, our registered investment advisors have a fiduciary duty to our clients and it is a moral and a legal obligation to place our client’s interests ahead of our own.
San Francisco 415.986.1110 | New York 212.202.3188 | Dallas 214.306.9849
Seattle 206.788.8686 | San Diego 858.283.2880
Links to third-party websites and articles are provided for your convenience and informational purposes only. For your protection, please do not send any identifying information such as account numbers or social security numbers through the internet, unless via our secure portal. View BakerAvenue's full disclosures at bakerave.com/disclosures.
BakerAvenue, 301 Battery Street, 2nd Fl, San Francisco, CA 94111, United States, 415.613.2802
.png?upscale=true&width=1200&upscale=true&name=masthead-winter%20(1).png)
