While there are myriad explanations for the sharp move higher in bond yields, they don't seem to have gone up only for the wrong reasons, as growth is holding up better than expected. Nevertheless, asset prices continue to adjust to the “higher for longer” backdrop. Rate stability, better seasonals, and continued growth are notable counters to the recent volatility, but the endgame here remains elusive. How will the rate-growth tradeoff 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 October BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Having conversations surrounding your estate plan are important in order to avoid unintended consequences. Join estate planning experts to learn about considerations when appointing fiduciary roles, creating a sustainable multi-generational plan, and facilitating the conversation around wealth transfer.
Estate planning can be an uncomfortable subject that many people prefer not to discuss because it involves answering difficult questions. However, you should review your plan every several years to ensure it still functions well and accomplishes your goals. Read more on the important considerations.
With open enrollment just around the corner (beginning October 15th), it's time to start thinking about your Medicare supplemental coverage and alternatives. Read our quick guide to help you sort through the various descriptions, coverage plans, and other important facts on Medicare and alternatives.
Have a held away 401(k) account? You have more options than “set it and forget it.” These are an important part of your overall financial picture, but often don’t get the attention they deserve. Learn how BakerAvenue can manage your 401(k)s and other employer-sponsored retirement accounts.
Thank you for viewing our monthly BakerAvenue Insights market update. We would appreciate the opportunity to hear from you. Please submit any comments or feedback you may have regarding our market updates.
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.
San Francisco 415.986.1110 | New York 212.202.3188 | Dallas 214.306.9849 | Houston 346.279.1500
Seattle 206.788.8686 | San Diego 858.283.2880 | Sun Valley 208.928.2525 | Naples 239.922.1525
Links to third-party websites and articles are provided for your convenience and informational purposes only.
For your protection, please do not send any identifying information such as account numbers or Social Security numbers through the internet, unless via our secure portal. View BakerAvenue's full disclosures at bakerave.com/disclosures.
BakerAvenue Wealth Management, 1 Embarcadero Center, Fl 25, Ste 2530, San Francisco, CA 94111, United States, 415.986.1110
.jpg?width=520&upscale=true&name=Estate_Planning_web%20(1).jpg)
.jpg?width=520&upscale=true&name=EE%20Thumbnails%20(3).jpg)
.jpeg?width=1200&upscale=true&name=BAPI-LT-Positive-ST-Neutral%20(1).jpeg)
