Positive economic developments over the last several weeks have pushed recessionary prospects further into the future. While uncertainty remains, prospects for a soft landing have increased. We acknowledge that the recent move carries a too fast, but not too far, feel, and that some consolidation seems logical. However, a steady stream of improving datapoints should keep long-term investors engaged. We remain guarded, but optimistic. As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full February BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Our Q4 2022 ESG Impact Investing Newsletter has a focus on the environmental pillar. Read the latest issue to learn more about the new $7,500 electric vehicle tax credits, the environmental implications of the Inflation Reduction Act, and how Just Energy Transition Partnerships (JETS) are seeking to phase out coal.
When it comes to estate planning, we hear many questions, such as, what goes into a comprehensive estate plan or what's the difference between will-based and trust-based plans? Gifting, and the tax implications that come with it, may also affect your planning, bringing up additional considerations. View our Estate Planning & Gift Tax FAQs page for more.
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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.
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 legal obligation to place our clients' interests ahead of our own.
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