Baker Boyer in the News
ETF.com - ETF Demand From An Advisor Perspective
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.
Featured Media
CNBC - The Fed Just Hiked Interest Rates and Signaled More Increases are Coming. Here are Money Moves to Make Now
Not sure what financial moves to make ahead of anticipated interest rate hikes? Vice President and Family Advisor Manager Cathy Schaeffer, CFP®, tells CNBC exactly what you need to do to best position your finances. Check out her thoughts here!
WALL STREET JOURNAL - Stocks and Bonds Are Falling in Lockstep at Pace Unseen in Decades
Chief Investment Officer John Cunnison, CFA tells The Wall Street Journal that "there is no silver bullet" when it comes to diversifying assets. Read his thoughts on the fall in stocks and bonds and why investors may be able to find opportunity in commodities like oil, soybeans and oats.
NEWSY - Small-Business Owners Forced to Confront New Prices with Inflation
Our Chief Investment Officer John Cunnison spoke with Newsy about how small businesses are coping with higher prices due to inflation.
REUTERS - US STOCKS - Wall Street Surges on Ukraine Peace Talks as Fed Decision Eyed
The Federal Reserve took its long-expected action yesterday of raising interest rates by a quarter point, the first of a number of expected rate hikes aimed at slowing inflation, a top of mind concern for many for clients. Baker Boyer Chief Investment Officer John Cunnison spoke about the significance of the announcement with Reuters.
NBC NEWS - Oil Soars as Markets, Consumers Brace for More Volatility
Chief Investment Officer John Cunnison, CFA spoke with NBC News about the increase in energy prices impacting the Fed as they work to combat inflation.
US NEWS AND WORLD REPORT - Call a Financial Advisor Before Investing in Bitcoin
Assistant Vice President and Portfolio Manager Tyson Romanick, CFA discusses the many considerations that come into play when buying Bitcoin with U.S. News & World Report.
RETIREMENT DAILY - Adding Cryptocurrency to Your Portfolio
Have you been wondering how to strategically and safely add cryptocurrency to your portfolio? Assistant Vice President and Portfolio Manager Tyson Romanick, CFA tells you how in TheStreet's Retirement Daily. Read insight on the current crypto landscape and more here!
US NEWS AND WORLD REPORT - Top 20 Inside Tips for Becoming a Successful Financial Advisor
Assistant Vice President and Financial Planner Hollina Wadsworth, CFP® tells U.S. News & World Report that becoming a financial advisor is "more than being about the numbers". Check out her insight on how understanding a client's situation and needs can make you a successful advisor.
CNN UNDERSCORED - Looking to build wealth? Here are some of the best ways to invest your money
If you are considering investing or currently hold ETFs or mutual funds in your portfolio, check out our Chief Innovation Officer and Director of Financial Planning Brian Bruggeman's advice in this article from CNN Underscored.
NBC NEWS - From real estate to inflation, here's what to expect from the economy in 2022
Uncertainty remains in the stock market as the pandemic continues into 2022. Chief Investment Officer John Cunnison, CFA shared a few forward-looking thoughts on the investment landscape with @NBC News.
WALL STREET JOURNAL - Stocks Finish Higher After Omicron-Driven Selloff
Chief Investment Officer John Cunnison, CFA discusses the Fed's rate hike expectations with The Wall Street Journal.
FINANCIAL ADVISOR IQ - Commodities: Worth Their Weight in Gold
Assistant Vice President and Portfolio Manager Tyson Romanick, CFA discusses commodity investing as a hedge for inflation.
NBC NEWS - Producer Prices Climb - and Small-Business Optimism Sinks
Chief Investment Officer John Cunnison, CFA shares insight on how small businesses are struggling to find supplies and workers. He notes that "some of this might be a pandemic effect that fades." Check out his thoughts here!
ETF.com - ETF Demand From An Advisor Perspective
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.
TD AMERITRADE - Stocks to Watch: Kellogg (K) & Merck & Co. (MRK)
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.
INSIDER - The 4 Best Ways to Save for Retirement When You Don't Have a 401(k), According to Financial Planners
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).
MARKETWATCH - The Moneyist
Assistant Vice President and Financial Planner Hollina Wadsworth, CFP®, MSPFP discusses the benefits of investing extra cashflow with MarketWatch.
RETIREMENT DAILY - Withdrawal Strategies And Multiple Retirement Plans
A well-planned withdrawal strategy is critical when you have multiple retirement plans. Adviser Brian Bruggeman explains how to bring everything together.
SEATTLE DAILY JOURNAL OF COMMERCE - State vs. federal capital gains taxes - here's what you need to know before the year ends
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.
MARKETWATCH - S&P 500 and Nasdaq Finish Slightly Higher While Investors Look for Inflation Clues
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.
Bankrate - What is Inflation and What Causes it?
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.
TD AMERITRADE - Ways to Avoid the Volatility Effect
In an interview on TD Ameritrade Network, John Cunnison, CFA shares insight for long-term investors when it comes to volatility.
Yahoo Finance - The Fed Could Engineer a Goldilock Type of Inflation: Baker Boyer Bank
On Yahoo! Finance, John Cunnison, CFA covers topics including inflation, natural resource prices and more.
RETIREMENT DAILY - Is Inflation Dead?
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
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
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
Looking to file taxes online? Hollina Wadsworth, CFP® offers insight on what questions you may be asked during the process.
U.S. NEWS & WORLD REPORT - How Bitcoin Is Taxed
How is Bitcoin taxed? Find out here in U.S. News & World Report and catch key insight from Portfolio Manager Tyson Romanick, CFA.
U.S. NEWS & WORLD REPORT - Call a Financial Advisor Before Investing in Bitcoin
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."
BARRON'S - What the Stomach-Churning GameStop Ride Means For Advisors and Their Clients
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.”
TD AMERITRADE - John Cunnison's Stocks to Watch - MCD, LMT, D
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.
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.
U.S. NEWS & WORLD REPORT - How to Prepare for a First Financial Advisor Meeting
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."
RETIREMENT DAILY - Tax Management Tips for Investment Portfolios
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.
Yahoo! Finance - 'The Damage to the Economy is Very Real': Baker Boyer CIO on COVID-19
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.”
TD AMERITRADE - Expectations for Market Performance Post-Election
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.
U.S. NEWS & WORLD REPORT - What Advisors Should Know About Irrevocable Life Insurance Trusts
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.
Yahoo! Finance - What to Expect From Tech Earnings This Week
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."
RETIREMENT DAILY - The Advantages of Adding an HSA to Your Financial Strategy
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.
U.S. NEWS & WORLD REPORT - How to Pick Stocks: 7 Things All Beginner Investors Should Know
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.
FINANCIAL ADVISOR - Here's How Trump and Biden May Change Your Clients' Taxes
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.”
REUTERS - US STOCKS - S&P 500 Struggles for Direction as Trade Deal Optimism Fades
Baker Boyer VP and CIO, John Cunnison, comments on the S&P 500 in this Reuters article.
International Business Times - John Cunnison comments on the light at the end of the tunnel with respect to the current recession.
Baker Boyer VP and Chief Investment Officer, John Cunnison, shares his insights on the nature of the current recession.
MARKETWATCH - How the Pandemic is Upending the Wine Business
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.
RETIREMENT DAILY - 4 Key Points for Creating Estate Plans
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.
TD AMERITRADE - Hopes for a Broader Market Rally
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.”
UNION-BULLETIN - School district, Baker Boyer to distribute fall school supplies
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.
WALL STREET JOURNAL - Investors Are Sitting on the Biggest Pile of Cash Ever
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.
TD AMERITRADE - Post Pandemic Economy
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.”
DISCOVER WALLA WALLA - "Discover Good Things in Walla Walla" video
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.
GREGORY FCA - Fueling the Frontline
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.
YAKIMA HERALD - Central Washington banks work to get PPP loans to small businesses
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.
MONEY MAGAZINE - Brian Bruggeman Comments on Why You Might Want a Will, Even if You Don’t Have Valuable Assets
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.
MARKETWATCH - John Cunnison Comments on Bleak Q1 Earnings Projections
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.
UNION-BULLETIN: Baker Boyer funds feed emergency, health workers
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.
TD AMERITRADE - Markets Fade From Earlier Rally - John Cunnison offers his perspective
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.
UNION-BULLETIN: Baker Boyer Bank makes switch to digital and drive-through platforms
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.
UNION-BULLETIN: Baker Boyer Bank's emergency plans help in pandemic
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.
WALL STREET JOURNAL: Stocks Wrap Up Haywire Week With a Rally
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.
BARRON'S: New Rules for Stretch IRAs and RMDs Have Raised Many Questions. Barron’s Found Answers.
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.
YAHOO! FINANCE: John Cunnison talks about the economic implications of the COVID-19
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
CHEDDAR NEWS: Wall Street's Wild Ride Continues (video)
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.
U.S. NEWS: 9 of the Best 401(k) Funds for Millennials
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.
MARKETWATCH: Planning for Retirement..at 59
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?
CNN: Health care stocks could suffer this year. Here's why...
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.
TD AMERITRADE: John Cunnison appears on "The Watch List" (video)
John Cunnison, CFA, Chief Investment Officer, offers his market notes on TD Ameritrade Network's The Watch List, addressing international stocks and opportunities.
