"Nothing is so firmly believed as that which we least know."
- Michel De Montaigne
A package of softer U.S. economic data has emerged in the past several weeks and, coupled with the pullback, suggests the domestic economy has entered a late cycle, “show me” phase. At the same time, events continue to unfold at a breakneck speed around the world, as the new administration uproots the geopolitical and financial status quo. While the ground keeps shifting underneath investors' feet, we stay focused on key signals, while discounting the noise, to help navigate the uncertainty. How should investors position for the shifting investment backdrop? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full March BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
You may already be saving for retirement using 401(k) and IRA contributions - but if you think it stops at $23,500 into your 401(k) and $7,000 into your IRA, then you may be in for a pleasant surprise. Read our white paper to see how you can put up to $77,500 per year into retirement.
If your home was impacted by a natural disaster, a critical phase is filing and managing your insurance claim effectively. Our guide provides a step-by-step breakdown of the claims process and offers essential tips to maximize your coverage and ensure a smooth recovery.
About BakerAvenue: 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.
As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We’re headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley, and Naples.
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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BakerAvenue Wealth Management, 1 Embarcadero Center, Fl 25, Ste 2530, San Francisco, CA 94111, United States, 415.986.1110
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