Your Monthly Guide to the Markets and Your Wealth

January 11, 2022 - Vol. XXXII

The Winds of Change

“It is better to know some of the questions than all of the answers.”

- James Grover Thurber

After a run of historically low-interest rates, catalyzed by accommodative monetary and fiscal policy, signs are emerging that change is in the air as we move into 2022. Encouragingly, that change is happening against a backdrop of strong economic growth and record corporate profitability. From monetary and fiscal policy to Covid trends and supply chains, we see 2022 as a transformational year. How should investors be positioned as the winds of change blow through the capital markets? 

Click to view our latest market update video and read the full January BakerAvenue Prudence Indicator (BAPI) commentary from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.

You Might Also Be Interested In

Prepare for 2022:

Tax Planning Checklist for the New Year

Investment Strategies: Complete Guide to Concentrated Stock & ISOs

Read our comprehensive guide to concentrated stock, ISOs, and investment & tax strategies. Maximize the value of your investments...

Financial Feminism:

MasterClass Series Focus on Wellness in 2022

Congratulations:
Sheila Rabaut, CFP®, Your 2022 FPA President

Please join us in congratulating our very own Sheila Rabaut, CFP®, on becoming the 2022 President of the Financial Planning Association of San Francisco.

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, and San Diego.

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.

San Francisco 415.986.1110  | New York 212.202.3188  |  Dallas 214.306.9849   

Seattle 206.788.8686  | San Diego 858.283.2880

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.