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Financial Intelligence

Coronavirus and Your Investments

Predictably, stocks are down on COVID-19 news. At Baker Boyer, we build diversified portfolios for exactly these kinds of events. Our investment team has been reducing equity exposure in our standard portfolio model models for several years, as stock prices, particularly in the US, have climbed. We have been harvesting gains.

Recent Articles

Coronavirus and Your Investments
02/26/2020

Predictably, stocks are down on COVID-19 news. At Baker Boyer, we build diversified portfolios for exactly these kinds of events. Our investment team has been reducing equity exposure in our standard portfolio model models for several years, as stock prices, particularly in the US, have climbed. We have been harvesting gains.

Financial Planning for Business Owners
02/19/2020

In the midst of the urgency of the day-to-day, it can be difficult for small business owners to step back and ask the questions that can help ensure a healthy financial future. Baker Boyer has been helping business owners thrive for 150 years. Our role is to help our clients answer the right questions so they can plan for the present as well as the future. We help them make the best decisions now for the long-term success of their families, personal finances and businesses.

Taking a Look Back: 3 Pivotal Economic Developments of the 2010s
02/11/2020

Chinese economic transparency, Big Data, and the "European experiment" have each evolved dramatically this past decade – and each has the potential to significantly impact your investment strategy. John Cunnison shares his thoughtful insights with us in "Taking a Look Back."

John Cunnison appears on TD Ameritrade Network's program "The Watch List" (video)
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.