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The Why: The Gender Wealth Gap

Globally, women control 85% of consumer spending....

• However, we are paid less than men but consistently earn higher returns when we invest.
  
• The problem is women invest less than men. $5 trillion of these assets are unadvised, with 71% held in cash savings.
  
• Over a lifetime, women are losing upwards of $100 a day by not investing and are 80% more likely than men to be impoverished during retirement.
  
• Additionally, only 22% of women have a comprehensive wealth management plan of their own in place.

Source: CNBC Women get better returns on their investments than men

Introducing MasterClass Resources 

Depending on what generation you are, you likely have very different financial priorities and are going through differing life transitions (widowhood vs. buying your first home). You also have lived through distinct experiences (wars or recessions) that influence your money investing decisions, and you want to handle your finances based on your age and goals.

To provide personalized content, we have organized our financial education MasterClass resources by generation. No matter what stage you are in, we want to educate you by offering tailored resources to help you gain the knowledge needed to make smart financial decisions.

Our Impact & Values

At BakerAvenue our values are reflected in everything we do. As a certified B Corp and a signatory of the Principles for Responsible Investment (PRI), we join a family of global organizations unified under the belief that an economically efficient, sustainable global financial system is a necessity for long-term value creation. 

Driven by our purpose, we strive to make a positive impact on society alongside financial return. We do so by delivering intelligent wealth management strategies while fostering initiatives that catalyze positive societal change. Lastly, our firm is committed to elevating diversity and inclusion in our practices. While we believe we are all more similar than we are different, it is through those differences that drive our innovative approach.

Sheila Rabaut, CFP®

Wealth Advisor, Director

On Organization & Prioritization

I love this planner! I take a few minutes every week to think about last week's accomplishments - as well as prioritize what I need to focus on for the upcoming week. It is well laid out, and has been great for keeping me organized both personally and professionally.

Amy Hepburn

Head of Impact & Philanthropy

On Food Favorites

This recipe by Ina Garten for Tomato Feta Salad is one of my summer favorites. It is quick, easy, and always a crowd-pleaser. I highly recommend this after a trip to your favorite Farmers Market!

Jennifer Leong, CFP®, CIMA®

Wealth Advisor, Director

On Sustainable Solutions

Elena Panco

Client Services Operations Associate

On Inspiring Women Leaders

Here is a video blog that I have been enjoying watching. It is hosted by Lisa Blue, the co-founder of Quest Nutrition and President of Impact Theory. The show features women who have overcome incredible hardships to achieve massive success. There are an abundance of topics and inspiring women to learn from!

Tracy Salvador

Director of Operations

On Family Vacations

With children still unvaccinated, I thought this article on the safest kid-friendly vacation ideas during COVID-19 offered some great tips on how to have the much-needed vacation! 

Tanya Welch, CFA, CFP®

Wealth Advisor, Managing Director

On Helping Our Youth