Research + White Papers
Periodically, Baker Avenue'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
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…
Q1 2010 White Paper
Do You Like Roller Coasters or Waterslides?
The S&P 500 benchmark has rallied significantly from the lows of March 2009. However, drawdowns like the ones investors endured through recently can and will likely happen again in our lifetimes. Will investors be prepared for the next big dip in the stock market roller coaster? Learn how to benefit from the emotional extremes of fear and greed while maintaining a firm investment discipline.