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BakerAvenue Insights

Your Monthly Guide to the Markets and Your Wealth

June 9, 2020 - Vol. XI

 

A Call to Action for Social Justice: Increase Awareness

We encourage you to embark on this journey of education with us so we can all be part of the positive change needed to manifest equality in our communities. A memo from our CEO Simon Baker encourages us to increase our awareness of the significant events happening around us regarding the pervasive consequences of systemic prejudice on society. In our latest issue of Gleamings, we’ve included links to articles, videos, podcasts, books, films & TV series, and organizations that provide a wide range of perspectives, guidance, and steps to take.  

"Racism in America is like dust in the air. It seems invisible - even if you're choking on it - until you let the sun in. Then you see it's everywhere. As long as we keep shining that light, we have a chance of cleaning it wherever it lands. But we have to stay vigilant because it's always still in the air." -Kareem Abdul-Jabbar

 

Here for You and Your Legacy

 
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Resilient, or Delusional?
 

 "Simplicity is not a simple thing."
- Charlie Chaplin

Following the sharpest bear market in history, markets have rallied by an equally impressive amount.  Is the recovery in the market justified, and what are the signals to watch going forward?  Click below for our June market update from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.

View Market Update
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RMDs Waived for 2020 - Key Takeaways

How to get the tax relief - Warning - it is not automatic!

The Coronavirus Aid, Relief and Economic Security (“CARES”) Act waived all required minimum distributions (RMDs) in 2020 for most qualified retirement plans i.e. IRA accounts, including SEP and SIMPLE IRAs, defined contribution plan accounts...
 

View Article
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When the Market Presents Uncertainty... 
have a plan for what comes next.

Explore bakerave.com's new look.  While we made some enhancements to the site, your login experience remains the same.  For any questions, please contact us. 

bakerave.com
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Live Webinar June 17th at 12 PST

Expert Insights Webinar:  Combating Racism in America: A Civil Rights Approach

Join Us: Wednesday, June 17, 2020

Time: 12 - 1 pm PT / 3 - 4 pm ET 

 

Register Now
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BakerAvenue is honored to be recognized by leading organizations for our commitment to excellence and sustainability.

As a certified firm, BakerAvenue meets the highest verified standards of social and environmental performance, transparency and accountability.

 
Acknowledgements
 
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bakerave.com
San Francisco 415.986.1110  |  New York 212.202.3188  |  Dallas 214.306.9849  
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Since 2004, BakerAvenue Wealth Management has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, and foundations.

Driven by our purpose, we strive to make a positive impact on society without sacrificing performance. We’re headquartered in San Francisco with offices in New York and Dallas. For more information, visit bakerave.com or call 415.986.1110.

Links to third party websites and articles are provided for your convenience and informational purposes only.  View BakerAvenue's full disclosures at bakerave.com/disclosures.
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