09/01/2021
Assistant Vice President and Portfolio Manager Tyson Romanick, CFA® navigates the world of ETFs with ETF.com. He shares insights on ETFs and discusses how they’re among the many investment options our portfolio managers use to help clients based on their goals and needs.
08/23/2021
Vice President and Chief Investment Officer John Cunnison, CFA® talks sectors and stocks on TD Ameritrade Network. Check out the segment to find why these stocks are representative of our investment philosophy.
08/05/2021
Director of Financial Planning Brian Bruggeman, CFP®, CTFA shares his thoughts on using a health savings account to save for retirement, if you don't have a 401(k).
07/16/2021
Assistant Vice President and Financial Planner Hollina Wadsworth, CFP®, MSPFP discusses the benefits of investing extra cashflow with MarketWatch.
07/08/2021
A well-planned withdrawal strategy is critical when you have multiple retirement plans. Adviser Brian Bruggeman explains how to bring everything together.
07/08/2021
Director of Financial Planning Brian Bruggeman, CFP®, CTFA clarifies differences between the new Washington state capital gains tax and the federal capital gains tax for 2022.
06/08/2021
John Cunnison, CFA tells MarketWatch that “he expects inflation is transitory as it’s tied to the economic reopening.” However, he explains that it is possible to hedge your portfolio against rising inflation concerns.
05/24/2021
John Cunnison, CFA shares his thoughts on how a period of high inflation could impact retirees. “But if inflation begins to run, those bond portfolios, they’re really not going to perform well. They have very limited options in a period of high-sustained inflation,” he notes.
05/13/2021
In an interview on TD Ameritrade Network, John Cunnison, CFA shares insight for long-term investors when it comes to volatility.
05/10/2021
On Yahoo! Finance, John Cunnison, CFA covers topics including inflation, natural resource prices and more.
04/08/2021
In TheStreet's Retirement Daily, John Cunnison, CFA discusses developments and trends related to inflation.
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."
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."
03/09/2021
Looking to file taxes online? Hollina Wadsworth, CFP® offers insight on what questions you may be asked during the process.
02/16/2021
How is Bitcoin taxed? Find out here in U.S. News & World Report and catch key insight from Portfolio Manager Tyson Romanick, CFA.
02/04/2021
Why might you speak with a financial advisor when considering an investment in Bitcoin? As Tyson Romanick, CFA tells U.S. News & World Report, "A financial advisor can familiarize you with the risks of investing in this type of asset, so you have a better idea of what to expect and the possible outcomes."
02/01/2021
John Cunnison, CFA, weighs in on GameStop in Barron’s. He notes, “Anything that goes up 1,000% in a short time can go the other direction just as easily.”
01/25/2021
According to John Cunnison, CFA in his notes on the market, "Now, with our clients, we're making sure that they understand that there's a range of outcomes that we could experience." Watch his interview on TD Ameritrade Network, where he highlights the importance of staying true to long-term investing principles, and find out where he says investors might look for opportunity.
01/22/2021
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.
12/17/2020
According to U.S. News & World Report, one question to ask a financial advisor at your first meeting is whether or not the advisor is a fiduciary. As Director of Financial Planning Brian Bruggeman, CFP®, CTFA notes, "A fiduciary is required to put the client's interests ahead of their own."
12/03/2020
Tax management can help in achieving a financially secure retirement. Catch this article by John Cunnison, CFA in TheStreet's Retirement Daily to learn more about tax management and how it relates to ETFs and mutual funds, momentum investing, asset location, and dividends.
11/13/2020
What is the impact of rising COVID-19 cases nationwide? Our CIO John Cunnison told Yahoo! Finance: “With the spread relatively uncontrolled at this point, I think you’re going to see areas of the economy begin to suffer...just because we’ve got a vaccine coming, doesn’t mean that economic damage isn’t occurring at an increasing pace with the spread of the virus.”
11/09/2020
According to John Cunnison, CFA in his notes on the market, "Now, with our clients, we're making sure that they understand that there's a range of outcomes that we could experience." Watch his interview on TD Ameritrade Network, where he highlights the importance of staying true to long-term investing principles, and find out where he says investors might look for opportunity.
10/29/2020
This U.S. News & World Report article featuring Director of Financial Planning Brian Bruggeman, CFP®, CTFA focuses on irrevocable life insurance trusts, including when to consider leveraging them and potential drawbacks.
10/19/2020
John Cunnison, CFA shares his notes on the tech space on Yahoo! Finance. According to John, "The other thing I think that's really important is, traditionally, we've seen, as these behemoth companies, the big tech, become the largest companies on the block and look pretty richly valued, you're going to start to see a rotation to some smaller names in the tech space, and those tend to offer slightly more value."
10/05/2020
Did you know Health Savings Accounts (HSAs) are triple tax-advantaged? Director of Financial Planning Brian Bruggeman, CFP®, CTFA explores the potential benefits of an HSA in TheStreet's Retirement Daily.
09/11/2020
Our own CIO John Cunnison discusses both the qualitative and quantitative factors that should be considered when analyzing the company you are choosing to invest in.
08/31/2020
This year’s presidential candidates are extremely divided when it comes to their stances on tax issues like the corporate tax rate and deductions and credits for businesses, so how can you plan for either outcome? Our Director of Financial Planning Brian Bruggeman says it’s key to work with your advisor now since many people have not had time to “fully dive into the different aspects.”
08/28/2020
Baker Boyer VP and CIO, John Cunnison, comments on the S&P 500 in this Reuters article.
08/25/2020
Baker Boyer VP and Chief Investment Officer, John Cunnison, shares his insights on the nature of the current recession.
08/13/2020
MarketWatch takes a deep dive into how the U.S. wine industry has adapted to consumer behavior. "Winemakers, they find they can spend more time with their customers, tell their story and establish a personal relationship," says Senior Vice President Russ Colombo.
07/24/2020
Director of Financial Planning Brian Bruggeman, CFP®, CTFA shares important points for creating an estate plan today, shedding light on topics like The SECURE Act and the $15,000 gift exclusion.
07/16/2020
Our CIO John Cunnison discusses the latest market moves on TD Ameritrade Network. He says although we’ve seen a recent surge in tech stocks, “with a viable vaccine, I think we’re going to see other areas of the market participate in a rally.”
07/13/2020
A generous gesture by Walla Walla Public Schools and Baker Boyer Bank should help provide a bit of relief to families of younger students this fall.
06/16/2020
Baker Boyer Chief Investment Officer, John Cunnison, is quoted in this Wall Street Journal article which discusses insight on investment strategy and current market volatility.
05/15/2020
Our CIO John Cunnison, CFA told TD Ameritrade Network host Oliver Renick that the Fed has indicated that even if there is a vaccine and a recovery is in motion, “they’re going to be in it for the long haul and I think that’s giving a lot of investors and a lot of observers of the economic reason for optimism.”
05/15/2020
Jim Wilson, Assistant Vice President, Marketing Director of Baker Boyer Bank, elaborates on our Meals Program donating money to clients' restaurants in a video done by Spark Creative.
05/08/2020
Jim Wilson, Assistant Vice President, Marketing Director of Baker Boyer Bank, shares how they’re working with local restaurants to provide free meals to first responders and frontline workers.
04/30/2020
Jim Wilson, AVP & Marketing Director comments on how banks experienced technical issues when trying to process applications on the SBA’s online portal. They also received continually changing the information on how to proceed.
04/24/2020
Baker Boyer VP and Financial Planning Manager, Brian Bruggeman (CFP, CTFA), is quoted in this Money Magazine article discussing why you may want a will, even if you don't have valuable assets.
04/23/2020
Baker Boyer VP and Chief Investment Officer, John Cunnison, is quoted in this MarketWatch article which discusses how investors are bracing for possibly the worst Q1 earnings report since 2008.
04/22/2020
Baker Boyer Bank is feeding first responders and frontline healthcare workers for the weeks of April 22nd - May 6th. Partnering with 12 businesses to provide meals in Walla Walla, Milton-Freewater, Yakima, and Tri-Cities.
04/08/2020
When it comes to charting a course for recovery, Baker Boyer CIO John Cunnison told TD Ameritrade Network that we’ve learned the lessons of 2008 in making sure we aren’t “too little too late” with a robust fiscal and monetary response.
03/16/2020
Baker Boyer Bank has switched to online, drive-through and telephone banking as the Walla Walla institution reaches the final stage of its emergency response plan.
03/15/2020
The practice of disaster and emergency planning has helped set the stage for Baker Boyer Bank through the novel coronavirus pandemic. In its latest step, the company has launched remote work for a number of employees.
03/13/2020
Baker Boyer Chief Investment Officer, John Cunnison, is quoted in this Wall Street Journal article which discusses how investors gritted their teeth through a week that saw the Dow’s biggest drop since 1987, followed by its biggest gain since 2008.
03/13/2020
The Secure Act was signed into law late last year, leaving retirement savers and retirees with little time to digest—and a lot of questions about—a host of new rules that are taking effect in 2020. Baker Boyer's Brian Bruggeman is quoted in this article in Barron's, who sought his expertise.
03/06/2020
Wall Street caps off a turbulent week, and investors are growing increasingly concerned about the impact coronavirus might have moving forward. Our CIO John Cunnison joined Yahoo! Finance to discuss the latest market volatility and commented on whether or not we will see a recession
03/05/2020
John Cunnison, CIO, offered his take on Wall Street’s recent response to the coronavirus. John says the outbreak is likely going to be more economically impactful than people realize.
02/27/2020
Time is one of the key advantages for millennials who are saving for retirement. Born in the early 80s through the mid-90s, they can weather market volatility better than investors closer to retirement.
02/26/2020
I’m 59, and my husband and I earn $500,000 a year — but have credit card debt and nothing saved for retirement. What should we do?
02/12/2020
Big health care companies will undoubtedly be political punching bags during the 2020 presidential campaign, as candidates all seem to have their own ideas on how overhaul the industry. And that could be a problem for investors in the stocks of major drugmakers, insurers and hospitals.
02/06/2020
John Cunnison, CFA, Chief Investment Officer, offers his market notes on TD Ameritrade Network's The Watch List, addressing international stocks and opportunities.
