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Baker Boyer in the News

RETIREMENT DAILY - New Year, New Approach: A 2021 Checklist for Small Business Owners

Director of Financial Planning Brian Bruggeman, CFP®, CTFA highlights key items for business owners to review in 2021, including buy-sell agreements, estate plans, group health insurance options and more.

Featured Media

RETIREMENT DAILY - Is Inflation Dead?
04/08/2021

In TheStreet's Retirement Daily, John Cunnison, CFA discusses developments and trends related to inflation.

U.S. NEWS & WORLD REPORT - A Guide to Cash Flow Statements
03/29/2021

In U.S. News & World Report, Hollina Wadsworth, CFP® offers insight on cash flow statements. As she says, "A company's cash flow statement ultimately looks at how well a company manages the cash they have."

TD AMERITRADE - John Cunnison on the Differences Between Investing and Speculating
03/17/2021

In his TD Ameritrade Network appearance, John Cunnison, CFA sheds light on investing vs. speculating. John notes, "For an individual client, it's really important that they understand what is speculation and what is investing in their own personal portfolio."

MONEY - How to File Your Taxes for Free in 2021
03/09/2021

Looking to file taxes online? Hollina Wadsworth, CFP® offers insight on what questions you may be asked during the process.