BakerAvenue Wealth Management

Fixed assets are purchased for long-term use, such as land, buildings, and equipment. The average age has never been higher and points to a robust spending environment ahead. #MacroMonday. Source: US Fed, WSJ, Bloomberg, #BakerAvenue. As of 10/31/2021.

Happy #Halloween from all of us at #BakerAvenue.

We are roughly 25% through another earnings season. While results are beating estimates (e.g. earnings are beating estimates by 12%, with 80% of companies topping projections), stock reactions have been more discerning. #FundamentalFriday. Source: CS, S&P, Bloomberg, #BakerAvenue. As of 10/27/2021.

Secure a lifetime income, save taxes, and benefit a charity. Learn how by reading #BakerAvenue’s white paper on #CharitableRemainderTrust Tax Mitigation Strategies. https://bit.ly/3DQaEAO

Get the latest #TaxProposals October update by #BakerAvenue’s Gerry O’Connell, Enrolled Agent. Read to learn how the new tax proposals to fund the American Families Plan may impact you. https://bit.ly/2ZxGfZt

View this 5min. video on Politics and the Markets, by #BakerAvenue Chief Investment Officer, Doug Couden. https://bit.ly/3hdMN33

View #BakerAvenue's elections webinar to get insights on the markets, taxes, and beyond with Chief Investment Officer, Doug Couden, Chief Strategist, King Lip and Director of Tax, Gerry O'Connell. https://bit.ly/3597Uyy

View #BakerAvenue's Financial Feminism Gleamings October Edition: Women Reign Supreme. https://bit.ly/2HyrqwX

Impact, Environmental Social Governance (ESG), Sustainable Investing, what is it and how has it evolved? Read #BakerAvenue's blog by Portfolio Manager, Dan Cassell. https://bit.ly/39xMDk6

We have rescheduled our live webinar, please join us for: Giving Back: Aligning life, work and purpose with guest speaker, best-selling author, journalist and philanthropist, Mitch Albom on November 17 1pm PT / 4pm ET. Register here: https://bit.ly/3dZhzf7

Small cap stocks (market cap $300m - $2b) have been relatively outperforming the S&P 500 since the March 2020 lows. We view this outperformance as a positive for the market. Small cap stocks are currently at key levels to watch to see if this outperformance continues. Source: Alpine Macro, Bloomberg. As of 10/19/2020. #BakerAvenue #TechnicalThursday

Watch "Taxes, Potential Changes and Your Wealth" by #BakerAvenue's Wealth Advisor, Tom Piro. https://bit.ly/3jLmJNr

We are excited to be recognized as a Great Place to Work and proud to share this honor with our fellow colleagues at #BakerAvenue Wealth Management. #GPTW #GPTWCertified #GreatPlaceToWork

Why are stocks trending upwards while small businesses continue to suffer? The Stock Market is not the Economy. Read #BakerAvenue's latest blog by Portfolio Manager, Dan Cassell and Senior Wealth Associate, Julia Bialek. https://bit.ly/2FWdtba

If you didn't get a chance to join #BakerAvenue's elections webinar to get insights on the markets, taxes, and beyond. View the on demand version here: https://bit.ly/3597Uyy

Defining Impact Investing: How Has it Evolved? Watch part 1 of our YPO series featuring CEO& Managing Partner of Impact Engine, Jessica Droste Yagan. https://bit.ly/352qx7z

Watch #BakerAvenue's latest webinar, Money Clip and more videos here: https://bit.ly/3hjR7Ok

While the consolidation of recent gains was natural, #BakerAvenue suspects the associated volatility got an added boost from this year’s election developments. Read our thoughts on the market here: https://bit.ly/3iPpnkn