Insights + Ideas: Be Different. Invest Smart.

Research + White Papers

Periodically, Baker Ave's portfolio managers will share with investors a deeper knowledge of the economic factors that are influencing the securities markets around the world. It is our intention to provide you with objective analysis that can help you measure the market's constantly changing risk levels.

White Paper

White Paper

Why the Conventional Wisdom on Risk is Foolish

Over the past decade, a portfolio fully invested in stocks during all but the worst 20 days of the market gained 215% versus 15% from a traditional buy-and-hold strategy. Baker Ave. challenges the conventional wisdom on risk and offers a smarter, safer way to manage risk to help protect the lifestyles that investors have worked so hard to earn.  Learn more…