On the last day of Christmas, Craig Baun, our Senior Investment Advisor and Portfolio Manager, along with Michael Pate, our Senior Wealth Advisor and Portfolio Manager, nominated The Magic of Christmas.
Why? “With the way economic challenges and rising costs of shelter, food, and really life in general has had on so many families in our community these past few years, we wished to highlight a very timely charity, The Magic of Christmas,” said Craig and Michael. “To us the magic of Christmas is created within us all— when we take a moment to reflect, with gratitude in our hearts for how truly fortunate we are.” We were fortunate to meet Scott and his team a few years ago and tour their operation. We were very impressed with their set up and are honoured to be able to support the great work they do.
“When we help others, when we serve others, we are helping and serving ourselves as well. We truly believe that the volunteers who load and decorate our city buses with gifts and tidings for those in our community that are finding it difficult to make ends meet right now, that they too receive a gift. The biggest gift of all. The knowledge and warmth in their hearts that they made a difference in the life of another person and another family. To me, that is the magic and joy of Christmas.”
Thank you so much for following along on our LinkedIn page and our website as we highlighted a new charity every business day.
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.
Markets are not pricing that reality. Investors still treat the AI build-out as marginal cloud spend or another overhyped software cycle. They debate whether Big Tech is “exhausting its available capital” or whether capex “must mean revert,” as if infrastructure were optional and competition courteous. They are using valuation models from the wrong century for the wrong game.
We hope you had a wonderful holiday season and were able to enjoy some quality time with friends and family. As we begin the new year, we wanted to share a brief update on how markets finished the fourth quarter, reflect on the strong results from 2025, and outline our outlook for the year ahead.
Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding.
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.
Clients who have implemented a prescribed rate loan should be reminded to pay the appropriate interest relating to the 2025 year on or before January 30, 2026.
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