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

  • young bakers at the bakery

    What is financial liquidity?

    Financial liquidity is the ease at which an asset can be converted into cash. Conversely, an asset that is considered illiquid cannot be easily converted into cash or is difficult to trade.

    4 min read Jul 17, 2024

  • 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.

    Jun 27, 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.

    Jun 24, 2024

  • Webull Review 2024

    While Webull may not receive the fanfare of Robinhood for no-fee trading apps, the broker is at least as capable and may even make a better mobile or web-based trader than its popular rival.

    Jun 17, 2024

  • Merrill Edge Review 2024

    Merrill Edge's synergy with Bank of America makes it one of the most cost-effective brokers.

    Jun 11, 2024