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BakerAvenue Insights

Your Monthly Guide to the Markets and Your Wealth

March 10, 2020 - Vol. VIII

 
 
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Market Update Video

 “The work of today is the history of tomorrow and we are its makers.” – Juliette Gordon
 

Fatter Tails

The economic impact of the virus, along with geopolitical uncertainty, has pushed the market into a sharp correction.  Volatility has remained elevated, and long-term trends are now neutral.  Shorter-term metrics are negative, but there are several oversold conditions forming.  Click below for our March market update from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.

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Financial Life Planning

“It is the middle generation that bears most of the responsibility for addressing the financial needs of both the younger and older generations.” 



Being "caught in the middle" between kids and aging parents can be difficult. However, our latest article, "Strategies for the Sandwich Generation,"can help us learn how to balance long-term financial security and a purposeful life.



 

ARTICLE
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BakerAvenue Prudence Indicator

PRUDENCE INDICATOR
 

bakerave.com
San Francisco 415.986.1110  |  New York 212.202.3188  |  Dallas 214.306.9849  
301 Battery Street, 2nd Floor, San Francisco, CA 94111

 
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