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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

  • 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.

    May 08, 2024
  • Vanguard Review 2024

    Though investors who want to be in control may feel Vanguard falls short, hands-off investors who like the investment firm's low-cost mutual funds and ETFs will feel right at home.

    May 08, 2024
  • Best Mutual Funds In May 2024

    With literally thousands of available mutual funds, how do you find the top ones for your portfolio? Bankrate has highlighted some of the best mutual funds.

    May 01, 2024
  • Firstrade Review 2024

    Firstrade is a solid overall broker choice and offers several features that both new and experienced investors will appreciate.

    Apr 04, 2024