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In the News
- US News and World Report - How Bitcoin Is Taxed
- US News and World Report - Call a Financial Advisor Before Investing in Bitcoin
- BARRON'S - What the Stomach-Churning GameStop Ride Means For Advisors and Their Clients
- Retirement Daily - New Year, New Approach: A 2021 Checklist for Small Business Owners
- TD AMERITRADE - John Cunnison's Stocks to Watch - MCD, LMT, D
- US News and World Report - How to Prepare for a First Financial Advisor Meeting
- Retirement Daily - Tax Management Tips for Investment Portfolios
- Yahoo Finance - 'The Damage to the Economy is Very Real' Baker Boyer CIO on COVID-19
- TD AMERITRADE - Expectations for Market Performance Post-Election
- US News and World Report - What Advisors Should Know About Irrevocable Life Insurance Trusts
- Yahoo Finance - What to Expect From Tech Earnings This Week
- Retirement Daily - The Advantages of Adding an HSA to Your Financial Strategy
- US News and World Report - How to Pick Stocks: 7 Things All Beginner Investors Should Know
- Financial Advisor - Here's How Trump and Biden May Change Your Clients' Taxes
- Reuters - US Stocks S&P 500 struggles Cunnison Quote
- IBT - Cunnison Quote - Aug_20
- How the pandemic is upending the wine business
- Retirement Daily - 4 Key Points for Creating Estate Plans
- UB - BB Funds School Supplies
- TD AMERITRADE - Hopes for a Broader Market Rally
- WSJ - Biggest Pile of Cash
- Gregory FCA - Fueling the Frontline
- TD AMERITRADE - Post Pandemic
- Discover Good Things in Walla Walla
- PPP Loans to Small Businesses
- Money - Brian Bruggeman Quote - Money 4_20
- MARKETWATCH - John Cunnison MarketWatch Quote 4_20
- Baker Boyer Funds Feed Emergency, Healthy Workers
- TD AMERITRADE - Markets Fade from Earlier Rally
- UB Closure Article
- BB Emergency Plans Help Pandemic
- US Stocks WSJ
- Yahoo! Finance: Economic Implications of the Coronavirus
- Cheddar News: Wall Street's Wild Ride Continues
- 401k Fund for Millennials
- Bruggeman on MarketWatch
- Health Stocks CNN
- TD Ameritrade Network's The Watch List
- Brian Bruggeman on Baron's
-
Financial Intelligence
- Bitcoin Hitting All-time Highs Again, Is This Time Different?
- Year-End Charitable Giving Strategies
- Taking Stock - Episode 6
- The 2020 Presidential Election and Markets - An Excerpt from Baker Boyer's Fall Economic Update
- Taking Stock - Episode 5
- Taking Stock - Episode 4
- Financial Planning Goals: Buying a Home
- Top 5 Do's and Don'ts When Funding Your Child's Education
- How to Retire During a Pandemic
- Taking Stock - Episode 3
- Taking Stock June 25 2020
- Taking Stock June 17 2020
- Pandemic Scams: Steps to Keep Safe
- Volunteering Makes the World Go Round
- It's a Marathon, Not a Sprint
- Baker Boyer Client Q&A
- CARES Act
- Investing for a Bright Future
- This Too Shall Pass
- Small Business Resources
- Long-Term Power of Compounding
- Video Insights from John Cunnison, Chief Investment Officer
- Through Volatility and Viruses, We Are Prepared
- Coronavirus and Your Investments
- Financial Planning for Business Owners
- Taking a Look Back: 3 Pivotal Economic Developments of the 2010s
- Navigating Life's Changes
- Abbreviating 2020
- Pharmacy to Finance
- Online Banking Safety Tips
- Fall Economic Update
- The Inverted Yield Curve
- Cam Harvey, Hurricanes, & The Inverted Yield Curve
- Five Ways to Minimize Conflict
- Mama's wisdom and market volatility
- Market Highs & Lows
- Trade Tensions
- A Modest Strategy: Consistently Avoiding Big Mistakes
- A Man, a Can, and a Plan
- Insights on Evidence-Based Investing
- Successful Business Transitions
- Tune Out the Noise
- Trade Wars, Blind Men & Elephants
- Introducing D.S. Baker University
- The First Step to Leaving a Legacy
- Elections and Markets
- An Important Fiduciary Rule Change
- Making 2017 a Great Year
- Rhetoric vs. Reality: Reflecting on the “Trump Rally”
- Pitching From The Stretch: The Value of a Repeatable Process
- Building a Future in a Data Filled World
- How to Protect Yourself From Debit Card Fraud
- Financial Rules of Thumb
- Bananas, Cheetahs, and Investing
- Helping You Achieve Your Legacy in the Digital World
- Preventing Phone Scams
- Coffee and Tax Cuts
- "Bayes"-ed and Confused
- 5 Questions to Ask Your Tax Advisor
- Prepared for Normal
- Prime Example: Planning Pays
- Fantasy Football and Value Investing
- My Daughter is Monster
- Tips for Year-End Charitable Giving
- Financial Empowerment for Women
- Sequence of Returns
- Finding Your Number
- Q&A Value Investing
- Frequently Asked Questions
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