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BakerAvenue Insights

Your Monthly Guide to the Markets and Your Wealth

July 9, 2020 - Vol. XII

 

Here for You and Your Legacy

During these difficult times, count on us to guide you through your life’s transitions.

BakerAvenue Wealth Management helps you get the financial freedom to create your impact.

 

Turning the Corner

"It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so." — Mark Twain

We believe the global economy is turning the corner and the worst of the retrenchment is behind us. Uncertainty in regard to what lies around the bend will keep asset prices volatile, but unprecedented policy measures will help to steady the recovery. The back half of 2020 is here, we look forward to its challenges and opportunities. Click below for our July market update from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.

View Market Update
 
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Updated RMD Tax Relief Extended

Required Minimum Distribution Update - Tax Relief Extended for those who already took RMDs in 2020.  

Article
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Introducing BakerAvenue 
Advisors' Blog

Hear from our advisors on financial planning recommendations during these challenging times.  

Blog
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PPP Update New Deadline - Aug 8th

Paycheck Protection Program Application Deadline Now Extended to August 8, 2020.  Facts to know about as part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 

FAQs
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Live Webinar June 17th at 12 PST

Impact Investing Live Webinar: Save the Date

Join us on Wednesday, July 29th.  Time: 1-2pm PT / 3-4 pm ET.

Learn why impact investing is one of the fastest-growing asset classes.

Register Now
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Our Values Are at the Heart of Everything We Do

 

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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Since 2004, BakerAvenue has guided clients through personal and professional life 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 alongside financial return. We’re headquartered in San Francisco with offices in New York and Dallas. For more information, please contact us at 415.986.1110 or visit us at bakerave.com.

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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