About
Rebecca Baldridge, CFA, is an investment professional and financial writer with over 20 years' experience in the financial services industry. In addition to a decade in banking and brokerage in Moscow, she has worked for Franklin Templeton Asset Management, The Bank of New York, JPMorgan Asset Management and Merrill Lynch Asset Management. She is a founding partner in Quartet Communications, a financial communications and content creation firm.
Rebecca Baldridge, CFA, is an investment professional and financial writer with over 20 years of experience in the financial services industry. In addition to a decade in banking and brokerage in Moscow and Kyiv, she has worked for Franklin Templeton Asset Management, The Bank of New York, JPMorgan Asset Management and Merrill Lynch Asset Management. She is a founding partner in Quartet Communications, a financial communications and content creation firm.
As a partner with Quartet Communications, Rebecca creates compelling financial content across asset classes and writes for institutional, advisory and retail channels. With project ranging from white papers, blog posts and investment commentaries to thought leadership, digital communications, and marketing collateral, there is little in the way of financial content she has not authored over her career.
When not writing on financial and investment topics, Rebecca covers polo and luxury travel for Equestrian Living Magazine, where she is editor-at-large.
Expertise
- Equities
- Emerging markets
- Alternative investments
- Private equity
- Investment management
Achievements
- 20 years of experience as a financial writer
- Investment professional and former director of equity research
- Holder of the Chartered Financial Analyst (CFA) designation
- Experienced across asset classes
- Over 10 years of experience in asset management
- On-the-ground experience in emerging markets
Other Publications
- Keeping an eye on the prize despite uncertain 100 days
- How to Get Clients Started on Legacy Planning
- Horsing Around In County Kildare
Education
Krannert Graduate School of Management, Purdue University (MBA, Finance)
Purdue University (B.A., Russian and Political Science)
Professional Memberships
- CFA Institute
- NY Society of Securities Analysts
- Financial Writers Association
-
Best Investment Apps Of August 2024
Note: TD Ameritrade’s thinkorswim app has been incorporated into its parent company, Charles Schwab. For those just getting started with investing, picking the right investment app is their second most important task, trailing only the choice of investments themselves. Just... -
6 Best Custodial Accounts Of August 2024
Custodial accounts are a great way for parents, grandparents and friends to invest money on behalf of children or grandchildren. Typically offered by brokers, robo-advisors and investing apps, custodial accounts are managed by a custodian for the benefit of a... -
How To Choose A Crypto Financial Advisor
It’s hard enough to select a financial advisor who suits your needs and circumstances, but the increasing popularity of cryptocurrency can make it even harder. Crypto’s rise lengthens the list of financial instruments investors need to understand, and it poses... -
How To Invest In Volatile Markets With A Financial Advisor
Investing in the stock market is one of the best ways to build long-term wealth, and it’s an essential component in saving for retirement. But investing can be stressful. Everyone wants to make the right decisions to secure their financial... -
Top 10 U.S. Private Equity Firms Of August 2024
Private equity is one of the most potent forces in the world of finance. PE firms buy companies and participate actively in their businesses to help them grow and achieve their full potential. These investment firms operate in some of... -
Top 10 U.S. Hedge Funds Of August 2024
Hedge funds are the ultimate asset class for ultra wealthy investors. Catering to the needs of high- and ultra-high net worth individuals, worldwide hedge funds manage more than $4 trillion in assets. According to the Financial Times, the total number... -
Investment Risk Tolerance Quiz
One of the foundational principles of finance is that risk and return are directly proportional. If your investment objective is focused on higher returns, you’ll need to assume more risk to achieve those returns. Risk tolerance describes the amount of... -
Can Tax Loss Harvesting Improve Your Investing Returns?
When you start investing, you don’t set out with the goal of losing money. But part of having a well-diversified portfolio is embracing the reality that while some stocks perform well, you always pick a few duds. Luckily, you aren’t... -
Financial Advisors For High-Net-Worth Individuals
Managing substantial amounts of wealth can pose challenges that individual investors who are not financial professionals might find difficult to imagine. High-net-worth individuals (HNWI) enjoy many advantages, one of which is the ability to make bets on a wide spectrum... -
What Is The 10-Year Treasury Yield?
The 10-year Treasury gets more press than any other government security. Investors pay keen attention to movements in 10-year Treasury yields because they serve as a benchmark for other borrowing rates, such as mortgage rates. When the 10-year yield fluctuates,... -
Financial Planning For Different Life Stages
A financial plan is more of a marathon than a 50-yard dash. Everyone’s financial roadmap is ever-evolving. Periodic reexamination of your progress can help you make sure you don’t merely react to life's unpredictable turns, but rather, proactively shape your... -
What Is Real Estate Return On Investment (ROI)?
Real estate investors look at all types of properties. Some focus on commercial real estate like shopping centers or office buildings, while others may be more interested in apartment buildings or single-family homes. Many investors seek the income stream from... -
Should You Take Money Out Of The Stock Market?
Investing can be stressful. We all want to make the best decisions for our financial futures, but it can be challenging to respond to dramatic market conditions. In particular, many individual investors wonder how they should respond when the market... -
How To Invest In Treasury Bills
If you’re seeking low-risk investments, your first choice should always be U.S. Treasury securities. Backed by the full faith and credit of the U.S. government, Treasurys are the safest investment asset on earth. Treasury bills have the shortest maturities of... -
Understanding Modern Portfolio Theory
If given a choice, most people would opt for the least risky way to achieve their financial goals. Using modern portfolio theory, investors can build portfolios that maximize return for a given level of risk or minimize risk for a... -
Understanding Venture Capital
Every great company starts with a great idea, but even the best ideas don’t go far without money. It takes ample financing for a startup to get from vision to execution, and for many entrepreneurs venture capital provides critical financial... -
The Best Ways To Invest $1 Million
One million dollars might not be the fortune it once was, but it’s still plenty of money. Here’s the rub: $1 million can melt away fast if not managed wisely—but prudently invested, it can go a long way. Know Your... -
What Is Your Risk Tolerance?
Risk tolerance is one of those investing concepts that sounds so simple. How much risk are you willing to put up with to make a decent return from your investments? But the truth is that deciding what your risk tolerance... -
What Is Your Investing Time Horizon?
Time horizon describes the amount of time that passes before people need to access the money that’s tied up in their investments. Understanding your time horizon is one of the critical factors that determines how you invest your money in... -
The Rule of 72: How It Works And Why It Matters
Every investor needs dependable estimates on how much their investments will grow in the future. Professionals take advantage of complicated models to answer this question, but the rule of 72 is a tool that anyone can use. What Is the... -
The Capital Asset Pricing Model (CAPM)
A bedrock principle of all investing is that returns are directly proportional to risk. In other words, the more risk you take on, the higher returns you hope to earn. The capital asset pricing model (CAPM) helps investors understand the... -
Should You Buy The Dip?
Investors are always looking for the perfect strategy to beat the market. The efficient market hypothesis suggests that consistently beating the market is an impossible goal, but some traders believe prices can be anticipated because stocks move in repeating up-and-down... -
Shiller P/E Ratio: How To Value The Stock Market
The Shiller P/E ratio helps investors understand whether the stock market as a whole is overvalued or undervalued. This handy analytical tool helps gives you a longer-term view that corrects for short-term volatility, and it can also be used to... -
How To Invest With Direct Indexing
Direct indexing is the construction of a custom investment portfolio that mirrors the composition of an index. Rather than buying a mutual fund or exchange-traded fund, direct indexing allows investors to tailor their portfolio to their specific preferences and investment... -
Net Investment Income Tax (NIIT)
Created as part of the Health Care and Education Reconciliation Act to fund healthcare reform in 2010, the net investment income tax (NIIT) is a 3.8% surtax that typically applies only to high earners with considerable investment income. Who Pays... -
What Is Beta?
Every investor strives to balance two conflicting goals: Maximizing their investment returns and minimizing their risk. Beta offers a way to measure the amount of risk you’re taking on for a given investment return. Beta Definition Beta, often represented by... -
How To Invest $10 Million
If you have $10 million to invest, count yourself as a high-net-worth individual (HNWI) with the freedom to choose from a multitude of investments. This kind of money lets you do more than just retire early—you can build wealth to... -
How to Invest $5 Million
With five million dollars in your pocket, you’re looking at a wealth of opportunities. With the right investment strategy, you can put your assets to work in a way that could change your life. Understand Your Financial Goals, Timeline and... -
What Is a Covered Call?
Options like puts and calls are derivative contracts, meaning that their value is derived from an underlying asset. A covered call is one of the most basic forms of options contracts—and one of the least risky. What Is a Call...
About
Rebecca Baldridge, CFA, is an investment professional and financial writer with over 20 years' experience in the financial services industry. In addition to a decade in banking and brokerage in Moscow, she has worked for Franklin Templeton Asset Management, The Bank of New York, JPMorgan Asset Management and Merrill Lynch Asset Management. She is a founding partner in Quartet Communications, a financial communications and content creation firm.