"Winning isn’t everything, but wanting to win is."
- Vince Lombardi
The first tariff salvo has left a few questions unanswered with working narratives shifting frequently. While we see policy risks as more two-sided than most, the inevitable uncertainty is calmed by an accelerating growth backdrop. Economic growth has proven resilient, and earnings growth has continued to surpass expectations. We continue to see more positives than negatives as we enter the new year. How should investors position for the shifting investment backdrop? What are the key factors to focus on as we start the year? 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.
Missed our live webinar on Regime Change: Rates, Earnings, Leadership, and Participation? Watch our experts on-demand to learn about the major trends we believe will shape 2025.
In light of the recent wildfires, we've put together a step-by-step guide to navigating the complexities of home insurance and recovery to help ensure you are well-prepared and covered.
About BakerAvenue: 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.
As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We’re headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley, and Naples.
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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BakerAvenue Wealth Management, 1 Embarcadero Center, Fl 25, Ste 2530, San Francisco, CA 94111, United States, 415.986.1110
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