Hello, view BakerAvenue June Updates
View in browser
BakerAvenue Logo
BakerAvenue Wealth Management

Your Monthly Guide to the Markets and Your Wealth

June 14, 2022 - Vol. XXXVII

June BakerAvenue Insights

Finding Equilibrium

 

“The present is the ever-moving shadow that divides yesterday from tomorrow. In that lies hope.”

- Frank Lloyd Wright

Markets are trying to strike a fragile balance between hope that inflation is peaking and fear of a recession. Growth is slowing just as financial conditions tighten, but we suspect prolonged recessionary conditions can be avoided. Volatility has remained elevated, and investors are sure to remain on edge as the path to a soft landing is narrow. As always, we will defer to our technical, fundamental and macro disciplines to assess the risks and guide our outlook. Click to view our latest market update video and read the full June BakerAvenue Prudence Indicator (BAPI) commentary from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.

 

Watch Market Update Video

You Might Also Be Interested In

Tax Planning:

The Mega Strategy for Retirement

You may be familiar with using 401(k) and IRA contributions to build that retirement nest egg - but if you think it stops at $20,500 into your 401(k) and $6,000 into your IRA, then you may be in for a pleasant surprise. Read more on how to contribute up to $67,500 annually.

The Mega Back-Door Roth Contribution Strategy
View the White Paper

In the Market:

Previous Market Updates

We are nearly halfway through 2022, and the year so far has been marked with uncertainty and tightening financial conditions. As Q2 comes to its close, view our previous 2022 Market Updates to see how the winds have changed since 2021, how the fog of war has impacted the market, and the narrow runway ahead.
Previous Market Updates
View Previous Market Updates
BAPI_LT Neutral ST Neutral 2021
BakerAvenue Prudence Indicator
BakerAvenue's Key Reminders
View Reminders
LinkedIn
Facebook
X

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, San Diego, and Sun Valley.

 

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 legal obligation to place our clients' interests ahead of our own.

San Francisco 415.986.1110  | New York 212.202.3188  |  Dallas 214.306.9849   

Seattle 206.788.8686  | San Diego 858.283.2880 | Sun Valley 208.928.2525

BakerAvenue Awards

Links to third-party websites and articles are provided for your convenience and informational purposes only.

For your protection, please do not send any identifying information such as account numbers or Social Security numbers through the internet, unless via our secure portal. View BakerAvenue's full disclosures at bakerave.com/disclosures.

BakerAvenue Wealth Management, 1 Embarcadero Center, Fl 25, Ste 2530, San Francisco, CA 94111, United States, 415.986.1110

Manage preferences