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Brian Baker, CFA

Senior writer, investing and retirement
  • 14
    Years of experience
  • Investing
  • Wealth management
  • Behavioral finance
  • Stock analysis and valuation
  • CFA Institute
  • Bachelor of Arts, Finance, Michigan State University
  • Master of Science, Journalism, Northwestern University

About the author
Brian Baker, CFA, covers investing and retirement for Bankrate. He previously worked in equity research at Diamond Hill Capital Management and is a CFA Charterholder. His work has appeared online in various publications including MarketWatch, Fortune, the Omaha World-Herald, the Minneapolis Star Tribune, The Detroit News, MSN and Yahoo Finance.

Prior to joining Bankrate, he covered mergers and acquisitions for MLex Market Insight in Washington, D.C. Baker is passionate about helping people make sense of complicated financial topics so that they can better plan for their financial futures.

Readers can rely on his articles to learn more about a variety of investing topics such as how to start investing, investing through mutual funds, when to sell a stock and how investors can manage their emotions.

Baker’s passion for investing developed in college after reading about the success of long-term investors like Warren Buffett and Charlie Munger.



Investing can be intimidating, but following some basic principles can put you on the path to achieving your financial goals.

— Brian Baker, CFA

Brian's latest articles

  • Fidelity Go Review 2024

    Fidelity Go offers core robo-advisor features (portfolio management, rebalancing) and combines them with Fidelity’s investor-friendly reputation. So you’ll get funds with no fees and excellent customer service at any hour of the day.

    May 09, 2024
  • Acorns Review 2024

    Acorns offers a useful app for managing many aspects of your financial life, from basic spending to saving with its “round-up” feature to investing in a diversified portfolio of securities.

    May 09, 2024
  • SoFi Automated Investing Review 2024

    SoFi Automated Investing offers a low-cost robo-advisor that can get the job done without a lot of fuss. Its biggest advantages include no management fee, cheap ETFs, and access to certified financial planners.

    May 08, 2024
  • Axos Self-Directed Trading review 2024

    Axos Self-Directed Trading is a good home for investors in mutual funds and stocks, especially existing Axos customers looking to keep their financial life under one roof.

    May 08, 2024