BakerAvenue Wealth Management

10/21/2024

In case you missed our live webinar, watch our experts on-demand as they recap the tax changes over the past few years and discuss presidential candidates' proposals. View "The Current Tax Landscape Essential Updates and Election Proposals":

We believe BakerAvenue Wealth Management offers a smarter, safer approach to growing and preserving your wealth. Our innovative investment style builds powerful downside protection into a strategy for long-term growth.

10/17/2024

So far, the market is defying the negative seasonality seen ahead of past elections. Source: MSCI, Barclays, Bloomberg, BakerAvenue. As of 10/14/2024.

10/16/2024

Creating a culture where everyone feels valued and has the opportunity to thrive is a top priority. While we believe we are all more similar than we are different, it is through those differences that drive our innovative approach. For the fifth consecutive year, we are proud to announce we are certified as a Great Place to Work! Learn more about our award-winning culture: https://bit.ly/3ZUfTxz

Learn more about what it's like to be a part of BakerAvenue. Join our team.

10/10/2024

Markets don’t like uncertainty, and October tends to have more than most. This year, anxiety is a bit elevated given geopolitical tensions and the looming election cycle. Fortunately, pre-existing trends tend to numb the pain, and we are blessed with a relatively strong year-to-date setup. Read the full market update commentary:

October 8, 2024: Prudence Says Short Term Neutral, Long Term Positive

10/09/2024

Rising geopolitical tensions and the outcome of the forthcoming US presidential election are sure to play a role in shaping market trends. Fortunately, corporate profits continue to push higher, the economy has remained resilient, and the Federal Reserve has resumed easing. Each are soothing offsets to the unsettling macro backdrop. While we continue to see far more volatility in asset prices than the underlying earnings and economic estimates, the month of October does have a volatile history. Watch the October Market Update by Chief Investment Officer, Doug Couden.

10/07/2024

We have reached the point where fewer job openings have historically led to higher unemployment (see below). A ‘soft landing’ assumes fewer openings, but no recession (or higher unemployment). So far, so good. Source: BLS, Strategas, Bloomberg, BakerAvenue. As of 10/7/2024.

10/04/2024

While earnings growth has largely been driven by Technology and Communication Services over the past 12 months, it is expected to broaden out going forward. Source: BlackRock, BakerAvenue. As of 10/4/2024.

10/02/2024

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Register and join our discussion on Oct. 9th with our experts to recap the tax changes over the past three years and an overview of the presidential candidates' proposals and potential tax changes.

09/26/2024

While long-term trends remain positive, rotational trends have increased. Year to date, emerging market technology stocks (EMQQ, white line, below) have outperformed domestic technology stocks (QQQ, blue line, below). Source: Bloomberg, BakerAvenue. As of 9/26/2024.

09/25/2024

Commemorating our 20th Anniversary in Newport Beach, CA. Since 2004, we have been driven by our core values of excellence, trust, and community, guiding clients through life's transitions. https://hubs.la/Q02R5hsB0

09/23/2024

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Register and join our experts on Oct. 9th to recap the tax changes over the past three years and discuss the presidential candidates' proposals and potential tax changes.

09/18/2024

https://hubs.la/Q02QjNc10 Register and join our discussion with our experts on Wednesday, Oct. 2nd to recap the tax changes over the past three years and an overview of the presidential candidates' proposals and potential tax changes.