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Baun & Pate Investment Group, 5-Star Advisory Team 2024

Baun & Pate Investment Group August 1, 2024 Awards and Achievements

Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.

Thoughts from our Wealth Planner – Probate Planning: A Double-Edged Sword

Baun & Pate Investment Group August 13, 2024 Wealth Planning

The costliest piece of advice is the one usually obtained for free. This is the first thing that comes to mind when I hear “so ...

September Market Insights: Trump’s Trade War

Baun & Pate Investment Group September 4, 2024 Market Insights

Tales of empires are as old as civilization itself. From ancient Mesopotamia to Rome, from the Mongols to the British, history is replete with stories ...

Q2 Market Update: Another solid quarter but there may be some volatility ahead?

Baun & Pate Investment Group July 11, 2024 Quarterly Updates

The second quarter turned out to be another strong one as artificial intelligence (AI) and technology names continued to power indexes higher. From November of ...

August Market Insights: Trump’s Fiscal Frenzy

Baun & Pate Investment Group August 6, 2024 Market Insights

At this very moment, the U.S. faces a fiscal predicament which urgently calls for proactive measures following the 2024 presidential election. The nation’s mounting debt ...

Thoughts from our Wealth Planner – Letter to your Executor

Baun & Pate Investment Group May 13, 2024 Wealth Planning

People often ask me, "What's in a Wealth Plan?" Well, a lot depends on what matters most to you. Generally speaking, we can break it ...

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.