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The Power of Having a Strong Team of Professional Advisors

12/15/2022

Business owners often have a limited circle of advisors. Often, they turn to other partners, friends, or family members to discuss new ideas, challenges, or to help validate their thoughts regarding business expansion.

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Financial Planning Goals: Buying a Home
If buying a home is one of your financial priorities, you are not alone. Buying a home is one of the most important decisions you will make as it will impact your finances, family and future.
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.
Read on TheStreet
Top 5 Do's and Don'ts When Funding Your Child's Education
Executive Vice President, Rob Blethen shares his team's insights on how to talk about and how to go about funding your child's higher education.
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.”
Read on TD Ameritrade
Taking Stock - Episode 3
Baker Boyer VP and CIO, John Cunnison and VP and Director of Financial Planning, Brian Bruggeman connect in this rapid-fire periodic segment on relevant investment news.
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.
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 periodic segment on relevant investment news.
How to Retire During a Pandemic
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
Baker Boyer VP and CIO, John Cunnison and VP and Director of Financial Planning, Brian Bruggeman connect in this rapid-fire periodic segment on relevant investment news.
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.
Read on The Wall Street Journal
Pandemic Scams: Steps to Keep Safe
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.
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.”
Read on TD Ameritrade
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