Baun & Pate Investment Group – Page 2 – Baun Pate Investment Group

Aug, 2024

August Market Insights: Trump’s Fiscal Frenzy

May, 2024

Thoughts from our Wealth Planner – Letter to your Executor

Apr, 2024

Highlights from the 2024 Federal Budget

Jul, 2024

July Market Insights: Navigating The Dual Revolutions

Jun, 2024

June Market Insights: The Grand Chessboard

Apr, 2024

Q1 Market Update: A great start to the year, is there more to come?

May, 2024

May Market Insights: Out Of Options

Apr, 2024

April Market Insights: Greenspan’s Game Of Thrones

Mar, 2024

Reducing Household Taxes Through CPP Sharing

2024 Tax Resources

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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