“It's worth remembering that it is often the small steps, not the giant leaps, that bring about the most lasting change.”
- Queen Elizabeth II
For the longest time, lower interest rates meant that, for most investors, There Is No Alternative (TINA) to stocks and like assets to meet long-term financial objectives. With yields backing up across the curve, risk-free rates have moved from an afterthought to a consideration and the bar for sustained outperformance has been set higher. While the new rate backdrop will make the recovery road bumpy, we do not think it is enough to short circuit growth. As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full September BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Restricted Stock Units (RSUs) are a common way for employers, particularly in the technology industry, to attract and retain talent. For the employee, understanding the tax implications of RSUs is vital in maximizing the value of this form of compensation. Read to learn about the key tax considerations when vesting your RSUs.
A comprehensive estate plan should ensure that the correct beneficiaries are designated on an individual’s retirement accounts. Clients with revocable trusts have an additional factor to consider regarding whether their trust should be named as beneficiary. Understand the reasons and consequences of naming a trust as beneficiary.
What is commonly known as “the Rule” within the philanthropic space is a fact that is little-known to the general public–in order to maintain foundation status, organizations have to grant out 5% of their endowments per year. Discover how foundations can make the most out of the other 95%.
In the latest edition of the Impact Investing newsletter, focused on the social pillar of ESG, we take a closer look at the implications of the Inflation Reduction Act, Meta's first ever Human Rights Report, as well as the future of ESG. See more in the full Q2 2022 newsletter.
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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