Handling the affairs of a deceased loved one doesn’t have to be overwhelming.
Brian Baker, CFA
About the author
Brian Baker covers investing and retirement for Bankrate. He is a CFA Charterholder and previously worked as an analyst at a buyside investment firm. Baker is passionate about helping people make sense of complicated financial topics so that they can better plan for their financial futures.
Investing, behavioral finance, stock analysis and valuation
Brian is a financial analyst with prior experience in research at a valuation-based investment firm. He has also reported on regulatory issues surrounding mergers and acquisitions, antitrust and trade.
Baker has a bachelor’s degree in finance from Michigan State University and a master’s degree in journalism from Northwestern University. He is a CFA Charterholder.
Brian's latest articles
4 min read Nov 16, 2023
Here’s what else you should know about Warren Buffett, his investment approach and largest holdings.8 min read Nov 15, 2023
Here are the latest changes to Berkshire Hathaway’s portfolio and Buffett’s top bets.3 min read Nov 15, 2023
Thinking of opening a gold IRA? What investors should know.3 min read Nov 10, 2023
Merrill Edge's synergy with Bank of America makes it one of the most cost-effective brokers.Sep 15, 2023
E-Trade has a wide variety of valuable tools and easy-to-understand resources that offer a lot of value for beginners.Sep 13, 2023
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.Sep 12, 2023
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.Sep 12, 2023