"People generally see what they look for, and hear what they listen for."
-Harper Lee
The remarkable bank shutdowns over the past week are justifiably raising concern over possible contagion within the financial system. While our base case assumes the worst outcomes will be avoided, the bar for improving investor confidence is now prudently high. Encouragingly, growth is holding up better than feared and as evidenced by the recent fallout, we suspect financial conditions have been tightened enough. We remain guarded but optimistic. As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full March BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Incorporating tax planning into your financial plan is a critical step in maximizing your wealth. Our comprehensive tax planning guide provides information on how you can integrate specific tax considerations so you can keep more of what you make. See information on tax reduction strategies, legislative updates, and more.
As we celebrate Women's History Month, we recognize the past, present, and future generations of women. Did you know up to $68 trillion will be transferred to Generation X and Millennials in the next two decades? Women will inherit a significant portion of this. Read how this wealth transfer could impact you and your legacy planning.
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The women at BakerAvenue honor the many inspirational women who have shaped our society, business, science, and history.
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, Seattle, San Diego, and Sun Valley.
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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