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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

  • 6 Best Financial Advisors of May 2024

    Financial advisors can assist with many aspects of your financial life. Bankrate evaluated dozens of firms and identified the best to consider for your needs.

    Mar 04, 2024
  • Personal Capital Review 2023

    Personal Capital transforms the experience of a human financial advisor into the digital world, melding together some of the top features of each. The robo-advisor provides unlimited access to human advisors who can customize a portfolio to your financial needs while providing the advantages of automated tax-loss harvesting.

    Feb 13, 2024
  • Morgan Stanley Access Investing Review 2023

    For younger investors looking to invest based on their values or certain themes, Morgan Stanley’s Access Investing provides a suitable option among robo-advisors.

    Feb 13, 2024
  • Woman researches stocks on laptop

    Best value ETFs

    Think value stocks are poised to rise? Here are some of the top value funds to consider for your portfolio.

    3 min read Jan 10, 2024
  • logo review 2024

    What you should know about as you’re considering exchanges for buying and selling cryptocurrency.

    4 min read Jan 09, 2024
  • Bankrate awards 2024 investing banner featuring money and an arrow pointing toward growth

    The Best in Investing in 2024

    Invest with confidence with The Bankrate Awards picks. Find top performers for everything from robo-advisors to apps to retirement investments.

    Jan 08, 2024