"It's in vain to recall the past, unless it works some influence upon the present."
- Charles Dickens (David Copperfield)
Having shifted from recession fear in January to overheating worry in February, the market has had to shift focus sharply again to contend with banking stress and credit crunch fears in March. Add endless Fed policy debate into the equation and to say the year has started out in dramatic fashion would be an understatement. Yet, stocks have managed marginal gains, and equity market volatility metrics are down. What gives? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full April BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
With continued volatility and uncertainty in the market, you may be wondering how it is affecting your retirement planning and financial security. Please join us on Thursday, April 13th as BakerAvenue's retirement and investment experts discuss the action you can take now, wealth considerations, and pitfalls to avoid with your retirement plan in the current market environment.
The 1031 exchange offers one of the most strategic planning tools available to real estate investors. A 1031 exchange can defer taxes, create a sustainable stream of income, and potentially offer estate and liquidity advantages. Learn how we can help you maximize the benefits by setting up a Delaware Statutory Trust (DST) to invest in real estate without the management hassles.
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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, San Diego, and Sun Valley.
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