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July 2021 - Vol. VIII

Dear Financial Feminists,

“Build a life around your values, not your desires.”

This was my favorite piece of advice from Dayle Haddon during our June webinar on life transitions. In our conversation, she shared the hard-earned wisdom she gained over her last seven decades as a supermodel, CEO, UNICEF Ambassador, and founder of her nonprofit WomenOne focused on the education of girls globally.

She reflected on how both love and loss helped to shape who she was, and who she wanted to be. “Don’t let other people tell you your truth,” she offered when I asked for her best piece of advice to women persevering through their own highs and lows during this COVID-transition.

You can watch the whole interview here to find out which has been her favorite decade. It might surprise you! You are guaranteed to feel inspired to find your “why” after listening, so grab your coffee and dig into some of our suggestions this month on the “how.” For example, how you can use your pandemic learnings to redefine your core values, ditch the proverbial professional advancement ladder, and build a life, career, and investment portfolio that reflect them.

Plus don’t miss our new Financial Feminist feature on Linda Zhang who built a career around her core values as a female immigrant to the US at 8 years of age, speaking only Mandarin, and is now the lead engineer at Ford bringing one of our most iconic "American" pickup trucks into the future of all-electric vehicles.

Enjoy these long summer days, full-moon evenings, and well-earned vacations outside of your zip code. Do you need a summer motivational read, foolproof recipe guaranteed to impress, inspiring blog to help you feel connected and motivated, or an organizational helping hand?

We have you covered with some of our tried-and-true Baker Avenue favorites.

In solidarity,

Amy & Sheila

Feminist Spotlight: Linda Zhang

Ford's F-150 truck is a big deal. It alone is more profitable than either McDonalds or Nike. Well, Ford is expanding its offering with the all-electric F-150 Lightning. Guess who is the chief engineer on this vehicle? Linda Zhang.

That's right, a female immigrant who came to the United States at 8 years of age, speaking only Mandarin, is the lead engineer on the effort to bring one of our most iconically "American" pickup trucks into the future of all-electric vehicles.

Your Core Values and Your Career

Aligning your life with your core values sounds great! What if you aren't sure what those are? Here are two articles with very practical guidance on how you can identify your "Personal Core Values." Grab your journal and cup of tea - let's get deep.

Read | Scott Jeffrey blog | Read | JessicaDW blog

Your career life can also be aligned with your values - and it should be.

Read | The Balance

Using projects to help with career transitions.

Read | Women Work Life

Squiggly careers… what career possibilities are out there? Let go of the ladder.

Watch | TED Talks

We are living longer - how can you fashion a career and life path that defines you and your values, and creates a shifting balance between work and leisure?

Book | The 100-Year Life

Impact investing is a great way to marry your investments with your values and priorities. Listen to our conversation on how it has evolved.

Watch | BakerAvenue

Environmental, Social, and Governance (ESG) is all the buzz right now… is it too late to get in the game? Nope.

Read | Financial Times

Our Recommendations

I love this Planner! I take a few minutes every week to think about last week's accomplishments - as well as prioritize what I need to focus on for the upcoming week. It is well laid out, and has been great for keeping me organized both personally and professionally.

- Sheila Rabaut, Wealth Advisor, Director

Here is a video blog that I have been enjoying watching. It is hosted by Lisa Blue, the co-founder of Quest Nutrition and President of Impact Theory. The show features women who have overcome incredible hardships to achieve massive success. There are an abundance of topics and inspiring women to learn from!

- Elena Panco, Client Services Operations Associate

With children still unvaccinated, I thought this article on the safest kid-friendly vacation ideas during COVID-19 offered some great tips on how to have the much-needed vacation!

- Tracy Salvador, Senior HR Specialist

This book by Arianna Huffington changed the way I viewed my personal growth and successes – it was nice to see that even high-powered women also experience the same burnouts that the average woman does.

- Jennifer Leong, Wealth Advisor, Director

This recipe by Ina Garten for Tomato Feta Salad is one of my summer favorites. It is quick, easy, and always a crowd-pleaser. I highly recommend this after a trip to your favorite Farmers Market!

- Amy Hepburn, Head of Impact and Philanthropy

FINANCIAL FEMINISM

The theory that both women and men should benefit equally from engagement in financial markets. Our goal is to empower women financially in creative and dynamic ways to live a life they design with intent and purpose.

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 and Seattle.

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 a legal obligation to place our client’s interests ahead of our own.