“You’ll never find a rainbow if you are looking down.”
- Charlie Chaplin
Financial conditions are tightening, spearheaded by the Fed’s desire to slow growth and keep inflation in check. Bond yields have surged higher, and commodities have spiked as the volatile geopolitical backdrop adds to an already anxious investor base. Encouragingly, the developments are happening at a time of strong employment and record corporate profitability that should blunt the sting of a more restrictive policy. We see the economy braking, but not breaking. Click to view our latest market update video and read the full April BakerAvenue Prudence Indicator (BAPI) commentary from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
With Tax Day on 4.18.22 approaching, it is time to ensure you complete all of your necessary items by the upcoming deadline. View our tax preparation checklist of due dates and reminders.
Alternative investments are complex in nature. Download our white paper to understand the potential impact of alternative investments on your portfolio's risk and return.
Save the date and register for our upcoming webinar on May 4 at 12pm PST / 3pm EST. Join us in a discussion on "What Are Digital Assets and Why Is Everyone Talking About Them?"
Pre- to Post-IPO Planning to Optimize Your Stock Options
An IPO can potentially cause significant personal and professional life transitions. View our comprehensive guide to learn key considerations when your company enters the public market.
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.
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.
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