"It's better to look ahead and prepare, than to look back and regret."
- Jackie Joyner-Kersee
Markets are in confidence limbo, torn between peak rate hopes and recession fears. Resilient earnings, stabilizing yields and cautious investor positioning are reassuring and supportive of the near-term set up. However, the growth outlook remains uncertain given the tighter liquidity backdrop and nagging uncertainty surrounding the debt ceiling. How will the confidence game play out? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full May BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
As automation and AI become more readily available for business use, it's changing the way we work and simultaneously creating a conundrum for impact investors. View more on the challenges and opportunities stemming from new technology and other social issues in our Q1 2023 Impact Investing Newsletter.
Exchanges and trust structures, such as a 1031 exchange and a Delaware Statutory Trust (DST), are some of the most strategic financial planning tools allowed under the US tax code. You can use them to diversify your real estate investments while also deferring taxes. Read to learn more about these tax-efficient vehicles.
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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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