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Baker Boyer in the News

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.

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U.S. NEWS & WORLD REPORT - How to Prepare for a First Financial Advisor Meeting
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."

RETIREMENT DAILY - Tax Management Tips for Investment Portfolios
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.

Yahoo! Finance - 'The Damage to the Economy is Very Real': Baker Boyer CIO on COVID-19
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.”

TD AMERITRADE - Expectations for Market Performance Post-Election
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.