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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

Impact Investing 2021/Q2 Newsletter

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
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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
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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, and foundations.

 

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 and Seattle.

 

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.

Links to third-party websites and articles are provided for your convenience and informational purposes only.  View BakerAvenue's full disclosures at bakerave.com/disclosures.

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