Brian Baker, CFA

Senior writer, investing and retirement
  • 14
    Years of experience
Ribbon EXPERTISE
  • Investing
  • Wealth management
  • Behavioral finance
  • Stock analysis and valuation
Education EDUCATION
  • 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

  • Merrill Edge Review 2024

    Merrill Edge's synergy with Bank of America makes it one of the most cost-effective brokers.

    Jun 11, 2024

  • Merrill Guided Investing Review 2024

    In an era when investment products and robo-advisories have moved increasingly to passive strategies, Merrill is taking an active approach with its Guided Investing service. Just don’t call it a robo-advisor, says Merrill, because the service is guided by human investing pros.

    Jun 05, 2024

  • Marcus Invest review 2024

    Known for its high-yield online banking accounts, Marcus is now taking its game to the robo-advisor space with Marcus Invest. It brings the core functionality – portfolio management, rebalancing – and adds some less common options such as socially responsible investing into the mix.

    Jun 04, 2024

  • E-Trade Review 2024

    E-Trade has a wide variety of valuable tools and easy-to-understand resources that offer a lot of value for beginners.

    Jun 04, 2024