Exciting Update – Our New Name, Same Commitment to You
We have some exciting news to share with you. After much thought and reflection, Baun & Pate Investment Group has a new name: Aspire Wealth Partners.
On the seventh day of Christmas, Melanie Duggan, our Senior Investment Associate, nominated Alpha House.
Why? “Living in the inner city, I’ve witnessed the struggles that many individuals face daily,” said Melanie. “The impact of addiction and homelessness is tangible.”
“Alpha House’s commitment to providing shelter, detox programs, and outreach services not only offers immediate assistance, but also plays a crucial role in connecting clients to more appropriate community resources. I am particularly inspired by the work of the HELP program, formerly known as DOAP (Downtown Outreach Addictions Partnership) team. By providing support and connecting clients to the necessary resources, Alpha House contributes significantly to reducing unnecessary uses of health care and criminal justice interventions.”
Please follow along on our LinkedIn page and our website as we highlight a new charity every business day until December 22nd.
From the entire team at the Baun & Pate Investment Group, we wish you and your family a very Happy Holiday Season and Prosperous New Year.
We have some exciting news to share with you. After much thought and reflection, Baun & Pate Investment Group has a new name: Aspire Wealth Partners.
Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.
Bacon’s wisdom, that true prosperity is won by strategic preparation, not by accident, serves as the north star for sophisticated investors navigating the closing months of 2025. As we approach the U.S. Midterm Elections looming in 2026, a remarkable convergence of geopolitics, technology, and policy is setting the stage for a potentially historic bull market.
In a year marked by fiscal surprises and technological upheaval, America stands at a crossroads. The June 2025 budget surplus has upended the old narratives, leaving Wall Street’s perennial skeptics scrambling for new alarms. Yet beneath the noise, a deeper transformation is underway.
As the dust settles from a bumpy first two quarters of the year, portfolios have traded higher even with the U.S. policy adjustments we have experienced. Even though it may feel like risks are high, as we often say, it’s time in the market, not timing the market, that is key.
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