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Brian Baker, CFA

Investing reporter

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

  • 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 Nov 02, 2023
  • SoFi Active Investing Review 2023

    SoFi Active Investing is a low-cost broker that should meet the needs of new investors looking to only trade stocks and ETFs.

    Jul 26, 2023
  • Merrill Guided Investing Review 2023

    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.

    Jul 24, 2023
  • J.P. Morgan Automated Investing Review 2023

    J.P. Morgan Automated Investing is the megabank’s robo-advisor offering and will likely appeal most to existing J.P. Morgan customers who are looking to take a hands-off approach to investing.

    Jul 18, 2023
  • Ally Invest Robo Portfolios Review 2023

    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.

    Jul 14, 2023