Autumn's Enigma: Record Profits & Macro Volatility
"Too often, we enjoy the comfort of opinion
without the discomfort of thought."
- President John F. Kennedy
Markets reached fresh highs in September, closing out a stellar quarter. Sentiment was buoyed by continued earnings strength, resilient economic data, and renewed interest rate cuts. Macro volatility remained elevated with tariff uncertainty, a government shutdown, and fiscal concerns keeping more than a few skeptics entrenched. After five straight months of gains, markets now enter a typically volatile seasonal stretch with plenty of momentum, and no shortage of debate. Naturally, the question remains, what now? As always, we defer to our technical, macro, and fundamental 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.
The Family Table: Conversations That Shape Financial Legacies
Join our experts, Tanya Welch, CFA, CFP®, Wealth Advisor & Partner, and Scott Stephens, CWS®, Wealth Advisor & Partner, for a discussion on family education and multi-generational planning. Moderated by Leeann Cornes, CFP®, Senior Wealth Advisory Manager.
Strategic Guide to Designating Beneficiaries for Retirement Accounts
One of the most important decisions in estate planning is choosing beneficiaries for your retirement accounts. It's important to understand the key differences between naming an individual versus a trust to make an informed decision that aligns with your goals.
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, 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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