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Baron Financial Answers Video: Why is rebalancing important for my portfolio?

Rebalancing is one of the most important tasks we perform as we manage our clients’ investments. It is important that our clients understand the term “opportunistic rebalancing” and how it relates to your portfolio. Victor Cannillo, Wealth Management Principal at Baron Financial Group, answers these questions about rebalancing: What is it? Why do we recommend it? And how frequently will we employ it?

Investing Insights Videos Baron Financial Answers

How do I defend against cyber threats?

October is Cybersecurity Awareness Month and the ideal time to re-share our educational videos on cybersecurity. Baron Financial Group is committed to the protection and security of your personal information. As part of our Responsible Guidance platform, we have created a multi-part video series to educate you on cybersecurity. It is important to stay vigilant to the ever-increasing cyber threats that invade our inbox.

Baron Team Videos

Continuing Our Tradition: BFG Scholarship in its 11th Consecutive Year

This year we are pleased to award a Baron Financial Group scholarship to two deserving graduates from the Fair Lawn High School Class of 2021 who are continuing their education in a business program – Sydney Gold and Jason Chenu. Continuing our commitment to education and to supporting our future business leaders, Baron Financial Group is proud to help these deserving students further their education.

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Medicare Annual Enrollment – Oct. 15 – Dec. 7, 2021

Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The 2022 Medicare annual open enrollment period for Medicare Advantage and Part D prescription plans begins Oct. 15, 2021 and runs through December 7, 2021. You can change your Medicare Advantage and Part D plans without special enrollment requirements. If you are applying for Medicare for the first time:

Financial Planning Social Security Insurance Videos
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Remembering the Victims of 9/11

On this 20th anniversary of the terrorist attack on September 11, 2001, we remember and mourn the victims of 9/11 – those that perished and those that survived the unthinkable. We also honor the brave men and women, the first responders, who put their lives on the line to save others. We remember and mourn FDNY Firefighter Frank Anthony Palombo, beloved father of Maria Suazo and father-in-law of James Suazo, a member of the Baron Financial Group Team. May their memory be for a blessing.

Baron Team
Mid-Year Thoughts on the Markets & Economy Thumbnail

Mid-Year Thoughts on the Markets & Economy

There are always concerning headlines, disappointing economic results and fears about the future. This is exacerbated by the financial media, which is why I always advise investors to turn it off; ignore it. And if you just can’t help yourself to look, at the very least do it with the correct lens. That lens is that the media is all about getting you to click or tune in. Whether times are good or bad, the media often will portray things ...

Investing Baron Team Insights