“Better a little which is well done, than a great deal imperfectly.”
- Plato
Macro influence was substantial in 2022. A historically aggressive tightening campaign, decades-high inflation, a prolonged war, elections, and China Covid restrictions were just a few of the macro uncertainties investors had to navigate. We see markets in 2023 gradually shifting towards more bottom-up (micro) influence, particularly those centered on growth prospects. That shift should bring more dispersion between assets, and with it, more active opportunities. We remain guarded, but optimistic. As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full January BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
We understand the importance of considering all the options when it comes time to prepare for a new year and a new tax season. That’s why we’ve consolidated some of our tax expertise into this handy checklist guide to assist with your planning. View valuable insights on individual & income, estate & gift, and business tax planning.
Real estate comprises a significant part of many investors' portfolios, so understanding how to evaluate and analyze real estate investments is critical. Our experts can support you in navigating the various opportunities for returns and savings within the markets of real estate by providing guidance on tax strategies, financing options, and market conditions.
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.
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