“There are some things you learn best in calm, and some in storm.”
-Willa Sibert Cather
Russia’s attack on Ukraine has injected material uncertainty into the capital markets. Risk appetites have disappeared, and financial conditions have tightened, driven primarily by the spike in commodity prices. The world has settled into an uncomfortable war of attrition, with investors pondering the circumstances and timing of de-escalation or worsening global economic drag. Encouragingly, the invasionand corresponding market correction are happening against a backdrop of strong economic growth and record corporate profitability. Click to view our latest market update video and read the full March BakerAvenue Prudence Indicator (BAPI) commentary from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Pre- to Post-IPO Planning to Optimize Your Stock Options
An IPO can potentially cause significant personal and professional life transitions. View this comprehensive guide to learn common mistakes made in the IPO process, plus what to consider when your company enters the public market.
Alternative investments are complex in nature, often with high minimum investments and fee structures. Read our white paper to understand the potential impact of alternative investments on your portfolio's risk and return.
Weren't able to attend our webinar on financial, emotional, and physical wellness? Watch the on-demand recording now, plus be on the lookout for our next MasterClass series on digital assets coming soon.
Celebrating All Women: Women's History Month & International Women's Day
Join us in celebrating the women of BakerAvenue and other inspiring women across the decades, from all walks of life. During these devastating times, we want to recognize the heroic Ukrainian women who are fighting for their country.
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, and San Diego.
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