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

  • 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.

    Jan 02, 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.

    Jan 02, 2024

  • Ally Invest Robo Portfolios Review 2024

    The robo-advisor combines low-cost exchange-traded funds with an option to avoid management fees (though it’s probably a better idea not to skip them.) Low minimums and well-diversified portfolios round out the list of top features.

    Jan 02, 2024

  • Wells Fargo Intuitive Investor Review 2024

    Wells Fargo’s Intuitive Investor offers investors a solid robo-advisor product while also providing the option of speaking with a human financial advisor five days a week.

    Jan 02, 2024