2022: What Issues Should You Consider During a Recession or Market Correction?
As geopolitical events, inflation concerns, interest rate hikes, and other factors are impacting financial markets, it is essential to understand what to do – and what not to do – to help stay focused on long-term investment objectives.
Read our latest article on issues to consider like cash flow, assets and debt, tax planning, and long-term planning.
A Primer on Digital Assets
In this webinar, BakerAvenue's Chief Investment Officer, Doug Couden, CFA and Wealth Advisor, Sheila Rabaut, CFP covered “What Are Digital Assets and Why Is Everyone Talking About Them?”
Watch the on-demand recording.
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.
Our goal is to address the gender wealth gap by empowering women financially in creative and dynamic ways.
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.
"Nothing in life is to be feared, it is only to be understood.
Now is the time to understand more, so that we may fear less."
- Marie Curie
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.
Wealth Advisor, Director
On Sustainable Solutions
Surge for Water invests in communities to provide safe water access, sanitation, and hygiene solutions to end the cycle of poverty. They implement customized and sustainable solutions in developing countries like Haiti, the Philippines, the Dominican Republic, and Uganda.
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!
Wealth Advisor, Managing Director
On Helping Our Youth
Friends of the Children SF Bay Area - I serve on the board of Friends of the Bay Area. This organization provides full-time professional mentors to at-risk youth for their entire schooling, to break the cycle of poverty. Mentors are such an incredible influence in the development of these kids, giving them hope for their future.
Financial Feminism "Gleamings" Newsletters
BakerAvenue Gleamings started as a collection of texts, calls, articles, and podcasts between two friends. One West Coast, the other East Coast. One single, the other caring for a multigenerational family of seven. We’ve shared past conversations with you around life, money, and values. And now, we share reflections on what is helping us cope personally and professionally. Join our conversation.