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Your Monthly Guide to the Markets and Your Wealth

August 10, 2021 - Vol. XXVII

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All-Time Highs, Meet the Dog Days of Summer

"There are always flowers for those who want to see them."- Henri Matisse

July closed out six months of positive returns (S&P 500) with several indices reaching all-time highs. Despite the strength, headlines related to COVID variants, China regulations and peak growth pressured the reflation narrative and made for some volatile asset class moves. What should investors expect as we move through the dog days of summer?
Click to read the full August BAPI commentary (BakerAvenue Prudence Indicator) or view our latest market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.

Watch Market Update Video

Additional Timely Articles

ESG / Impact Investing:

Q2 Newsletter Focus - Environmental

BakerAvenue's Impact Strategy incorporates long-term capital appreciation with downside
protection. We seek to consider both financial return and social good. View our strategy and performance factsheets.

View Q2 Report

Wealth Management:

What Can You Buy with 529 Distributions?

529 Plans - It’s not just for college anymore. The biggest challenge for students and parents when planning for education is the financial costs. It’s not just for college anymore – added to the tuition eligibility are K-12, private and ...

Read Full Article

BakerAvenue Prudence Indicator

https://www.bakerave.com/events/reminders

View Reminders

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, and foundations.

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