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Financial Intelligence

Taking Stock - Episode 2

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 2
06/25/2020

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.

How to Retire During a Pandemic
06/19/2020

Solving the retirement planning puzzle is no simple task, especially when factoring unexpected variables like a pandemic. Baker Boyer VP and Director of Financial Planning, Brian Bruggeman offers some helpful perspective on this important topic.

Taking Stock - Episode 1
06/17/2020

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.

Pandemic Scams: Steps to Keep Safe
06/02/2020

The uncertainty surrounding the coronavirus pandemic has created more opportunities for scammers, hackers, robocallers, and other fraudsters. This article explains some of the risks and how to avoid them.