Baun & Pate Investment Group – Baun Pate Investment Group

Our purpose at the Baun & Pate Investment Group is to afford our clients with the peace of mind of knowing they’re on track with their financial aspirations so they are free to focus their time and energy on what is most important to them.

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Know Your Advisor: Advisor Report

U.S. Election Special Market Insights: American System 2.0

Quarterly Market Update: Another decent quarter, are we in for an October surprise?

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

November Market Insights: Money For Nothing

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

October Market Insights: The Great Delusion

September Market Insights: Trump’s Trade War

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

August Market Insights: Trump’s Fiscal Frenzy

Thoughts from our Wealth Planner – Letter to your Executor

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