Interest rates around the world continue to move higher. Central banks are intently raising borrowing rates to help curb inflation, while geopolitical volatility and stubborn lockdowns are pressuring economic growth. Investors should keep their seat belt on as policy tightening into a slowing economy is tricky business; an anxious investor base is watching closely to see if they can stick the landing. As always, we will defer to our technical, fundamental and macro disciplines to guide our outlook. Click to view our latest market update video and read the full May BakerAvenue Prudence Indicator (BAPI) commentary from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Digital assets are highly complex, and they are here to stay. Read our introduction to common terms and a few frequently asked questions. Also view our recent webinar recording, "A Primer on Digital Assets" to learn more about the widely popular topic.
It's never too soon to start thinking about your estate plan. Read our white paper on Ensuring Your Legacy Lasts for Lifetimes to learn five reasons why setting up your estate plan early is important, and what elements go into a comprehensive plan.
May is AAPI Heritage Month, recognizing the generations who have enriched America's history - now and into the future. Here's to your legacy, and when your family is going through transitions, see how BakerAvenue is here for you on cn.bakerave.com (in Mandarin).
Our mission is to help you create an impact by contributing to positive social change, alongside maximizing your portfolio performance during all market cycles. Read our Q1/2022 Impact Investing newsletter to learn about the environmental aspect of ESG investing.
After more than two years of virtual events, we had our annual company-wide offsite at the end of April. It was an incredible time to welcome the whole team to our San Francisco HQ. What a special couple of days spent team building, reflecting on our growth, and looking forward to our future impact.
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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