“The question is not what you look at - but how you look and whether you see.”
- Henry David Thoreau
September lived up to its reputation of underwhelming market returns and elevated volatility. Investor risk appetite is still at the mercy of the strong message from central banks that rates will have to stay higher for longer to tamp inflation down, and the consequent effects this has on economic growth. While markets look to be broadly reflecting these risks, uncertainty remains. Encouragingly, sentiment is historically bearish and better seasonal trends are on the horizon. 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 October BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
We are now seeing increasing numbers of clients choosing to ring the register and cash in at least some of their large gains of the previous decade. Read to learn more about an increasingly popular way to reduce the tax take on those gains by re-investing them in a Qualified Opportunity Zone.
The tax concept of basis and how it applies to transferring an asset is an important consideration when thinking about your estate plan. Transferring an asset at the wrong time can result in a significant increase in tax liability. Learn how to avoid these pitfalls and maximize your tax savings.
Missed our live webinar? Learn what it means to live well and how to integrate your long-term financial plan to enable you or your loved ones to determine the best place to call home. With Ryan Frederick, CEO of SmartLiving 360 and author of Right Place, Right Time.
From cash flow issues, to asset allocations and fixed income, to taxes and more, there are a number of factors to keep in mind during times of high inflation. View our checklist to understand and review the the various considerations when inflation is a top concern.
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.
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