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Financial Intelligence

Taking Stock - Episode 4

Baker Boyer VP and CIO, John Cunnison and VP and Director of Financial Planning, Brian Bruggeman connect in this rapid-fire weekly segment on relevant investment news.

Recent Articles

Taking Stock - Episode 4
08/27/2020

Baker Boyer VP and CIO, John Cunnison and VP and Director of Financial Planning, Brian Bruggeman connect in this rapid-fire weekly segment on relevant investment news.

Financial Planning Goals: Buying a Home
08/10/2020

A midyear checkup of your financial plan is a good opportunity to review progress in working toward your goals and dreams. If buying a home is one of your financial priorities as we move into the latter half of 2020, you are not alone. Buying a home is one of the most important decisions you will make as it will impact your finances, family and future.

Top 5 Do's and Don'ts When Funding Your Child's Education
07/23/2020

Executive Vice President, Rob Blethen shares his team's insights on how to talk about and how to go about funding your child's higher education.

Taking Stock - Episode 3
07/16/2020

Baker Boyer VP and CIO, John Cunnison and VP and Director of Financial Planning, Brian Bruggeman connect in this rapid-fire weekly segment on relevant investment news.