Loading...
Home2021-06-28T08:16:40-04:00

Baskin Wealth Management takes a disciplined team approach to managing your money and recognizes that each client has unique goals and attitudes towards risk.

Your portfolio manager will assess your unique needs and develop a tailored strategy incorporating investment advice, tax services, retirement planning, estate planning and philanthropic goals.

We take pride in spending the time to ensure an in-depth understanding of your complete financial situation.

disciplined approach

Our approach delivers made-to-measure wealth management strategies and superior client service to families and foundations with $1 million or more to invest.

A Disciplined Approach
speak to a portfolio manager

Changes in lifestyle and demographics have affected us all. We have found that an integrated multi-generational approach to wealth management works very well.

Speak to a Portfolio Manager
speak to a portfolio manager

Founded over 25 years ago, we remain independently owned, making our top people available to you.

Our Team
speak to a portfolio manager

Wealth management is more than advice relating to investment options.  It is a holistic approach to managing your financial health.

Wealth Management

In The News

Have growth stocks bottomed?

By |May 5th, 2022|An Ernest Opinion|

A notable feature of the current stock market decline is how disproportionately growth stocks have been impacted. The S&P 500 is down only about 12% year-to-date, while the technology-focused NASDAQ is down about 18%. Apart from Energy (+41%), the top performing sectors are low-growth, dividend-heavy Consumer Staples, and Utilities stocks. This result is not too surprising as high-growth stocks are more impacted by rising interest rates than low-growth stocks.

Monthly Newsletter – April 2022

By |May 2nd, 2022|Outlook|

Usually, when the stock market is having a bad period, as it certainly is now, investors can take some comfort in the fixed income part of their portfolio. They know that returns on fixed income are lower over time, but at least the capital is protected and yields are predictable. Usually. The last six months have seen the biggest drop in the bond market in history. In Europe, where government-issued debt has traded with yields at or below zero for the last three years, losses have been in the trillions of dollars (or Euros). In North America, losses have been on a smaller scale, but are still very substantial.

View All Postings

Subscribe to our Monthly Newsletter

Go to Top