The Bear Market Playbook: Tax Loss Harvesting
top of page
Tax Loss Harvesting Video Transcript Welcome back to the video series called The Bear Market Playbook. And in this video, we’re going to...
Apr 15, 20225 min read
Why is Uncertainty so Hard for Investors?
Why Is Uncertainty So Hard? (transcript) Hey, everyone, it’s Michael here. Did you know that April is financial literacy month? You may...
Mar 15, 202213 min read
Annuities: The Four-Letter Word of Finance
Over the next few weeks, I’m going to go headfirst into a topic that is extremely polarizing in the financial world–Annuities. In the...
Jun 7, 20214 min read
5 Questions for Halftime 2021
In my early 20’s I had my first experience with snowboarding. Being from the South, I had zero experience with sports involving snow and...
Feb 9, 202137 min read
A Conversation About Bitcoin
Bitcoin is once again dominating headlines and conversations, as the recent price of Bitcoin surpassed $40,000 for the first time. In an...
Nov 17, 20203 min read
Comfortably Uncomfortable
My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was...
Oct 6, 20204 min read
The Peril of Market Timing
The coronavirus is still very much with us, as is much of the economic dislocation created by the resulting lockdowns. An interesting...
Apr 19, 20176 min read
The Problem With Tomorrow
I read a great article recently that was attributed to Jim Rohn, where he stated, “The problem with waiting until tomorrow—to do...
Nov 23, 20165 min read
Trump is President-Elect…Now What?
Believe it or not, this will be my second crack at writing this article. After seeing the outrageous reactions that came from the...
Jul 12, 201615 min read
5 Ways to Ruin Your Retirement
A special note from 2020–There is no shortage of opinions when it comes to how to prepare and plan for retirement. While I believe that...
May 23, 20165 min read
Can a Navy SEAL Teach You About Financial Success?
Is it possible to apply leadership and life lessons from the military to your financial life? The answer is a resounding YES. I’ve been...
Feb 14, 20165 min read
What Can Brazilian Jiu-Jitsu Teach You About Investing?
<img decoding="async" aria-describedby="caption-attachment-611" class="size-medium wp-image-611 lazyload" src="https://michaelhbaker.com/...
Feb 10, 20166 min read
How to Stay Focused When the Stock Market Throws a Tantrum
The world of investing hasn’t been much fun since May/June of 2015. Last year, the stock market experienced its first real correction in...
Jan 20, 20164 min read
Market Worries–Some Perspective Is Needed
(Original content written Friday, January 15th to VCA clients) As I was returning from my lunch meeting today, I was weighing out the...
Nov 23, 20159 min read
Should Your Kids Inherit Your IRA?
It is often reported in the financial media that Boomers are under-saving for their retirement years, and a significant portion of...
Oct 2, 20152 min read
What Can We Learn From A Market Correction?
In the next few days, many investors are going to see their quarterly performance reports for 3Q of 2015. While we financial planners...
May 26, 20156 min read
Can Your Retirement Survive a Low Return Environment?
What kind of retirement income can you expect if the stock market doesn’t produce the types of returns you’re anticipating? It’s no...
May 1, 20156 min read
How to Protect Yourself from Financial Scams
You may not think that financial abuse or fraud can happen to you, but don’t allow yourself to be overconfident. There are too many...
Apr 10, 20156 min read
HOW TO GET THE MOST OUT OF YOUR 401k RETIREMENT PLAN
It’s no secret that many Americans are worried about financial security in retirement. Recent surveys suggest that the majority of...
Feb 6, 20154 min read
Retirement Focus: It’s About Cash Flow
I was recently having an in-depth conversation with one of my clients, and he said perhaps one of the truest statements I’ve ever heard...
bottom of page