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 eighth day of Christmas, Andrea Tyrrell, our Senior Associate Investment Advisor, nominated KidSport Alberta.
Why? “KidSport Alberta provides grants to help cover registration costs so kids aged 18 and under can play a season of sport,” said Andrea. “An article I read this fall struck a chord with me as it noted that KidSport had seen a significant increase in demand for its services, largely driven by inflationary pressures.”
“I have witnessed the positive impact that youth sports have had on my own children and to those around them in the sports communities that we have been affiliated with. I’m hopeful that by supporting an organization such as KidSport, we can help ease the pressure on families that may have to choose between living expenses and participating in activities that can contribute to the physical, emotional, and social well-being of our youth.”
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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