“You know more than you think you know, just as you know less than you want to know.”
- Oscar Wilde
The tricky summer for investors continues with July posting the best return in eighteen months. While there was some encouraging traction behind the peak inflation and Fed tightening narratives, as well as better than expected earnings, we suspect depressed sentiment and positioning may have played the biggest role. Macro uncertainty is still elevated, but we are encouraged by the recent progress. Nevertheless, the back half of the year will have plenty in store for investors. As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full August BakerAvenue Prudence Indicator (BAPI) commentary or view our latest market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
The first half of 2022 has come to a close, with inflation and recession top of investors' minds. While these factors still remain a concern, the second half has started off on a more encouraging note. Join us tomorrow in our live webinar to review the first half of 2022 and discuss what may be ahead of us.
The new $739 billion tax-and-spending package was unveiled and includes targeted corporate and individual tax increases, a large increase in funding for the IRS, incentives to promote climate change mitigation, and provisions to promote health care affordability. Take a look at what is, and is not, in the new bill.
Establishing a Charitable Remainder Trust (CRT) lets you convert a highly appreciated asset into lifetime income. It reduces your income taxes now, and you pay no capital gains tax when the asset is sold. It also allows a significant charitable contribution when the trust terminates. Read the top 10 benefits of a CRT.
Alternative investments can be a hedge against inflation with the potential for high returns. However, they are complex in nature due to fee structures, lock-up provisions, and illiquid nature. Download our white paper to understand the possible impact of alternative investments on your portfolio's risk and return.
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.
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