Markets reached fresh highs in August as sentiment was buoyed by increasing rate cut expectations and solid earnings results. Peaking tariff uncertainty, resilient economic data, and better participation from year-to-date laggards helped overcome plenty of macro uncertainty and post four consecutive positive months. Markets now enter a typically volatile seasonal stretch with plenty of momentum, but no shortage of debate. Naturally, the question remains, what now? 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.
Stay tuned for an upcoming conversation on family education and multi-generational planning, where our experts will discuss why families make certain decisions over time, how to align long-term asset visions with each member's goals, and how to ensure everyone has a seat at the table. We'll explore real client case studies, share strategies for educating children on financial literacy, and discuss how advisors can foster connection, compromise, and success across generations. More details and event registration to come.
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.
San Francisco 415.986.1110 | New York 212.202.3188 | Dallas 214.306.9849 | Houston 346.521.4740
Seattle 206.788.8686 | San Diego 858.283.2880 | 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
.jpeg?width=1200&upscale=true&name=BAPI-LT-Positive-ST-Neutral%20(1).jpeg)
