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IRA Basics 2024

The purpose of this blog is to present some basic information about Individual Retirement Accounts (IRAs): Traditional and Roth IRAs and the differences between them. Inherited IRAs have different withdrawal guidelines, and these should be carefully reviewed. Contributions for tax-year 2024 can be made from January 1, 2024 – April 15, 2025. What is an IRA? An IRA is an Individual Retirement Account...

Investing Financial Planning Taxes Retirement Planning

Why is portfolio rebalancing important?

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

Video: Market Update for July 2024

The "Baron Financial Group Market Update" is a video series where we present what has happened in the markets, what our team is doing now, and what we are looking at down the road. Some summertime suggestions for Your Personal Economy. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our July 2024 Market Update video here:

Investing Baron Team Insights Market Updates Videos

Be Alert to Common Cyber Threats

Due to the recent CrowdStrike outage, there has been a reported surge in phishing emails. Be extra cautious with emails. Before clicking on any links or downloading attachments, double-check the sender’s email address and domain, and look for signs of spoofing or unusual email addresses. As part of our Responsible Guidance platform, we created a multi-part video series to educate you on Cybersecurity, which includes information about phishing. You can view our videos in the cybersecurity series here :

Baron Team Videos

Baron Financial Group Supports Spectrum for Living’s Annual Walkathon - 2024

Continuing our tradition of support for Spectrum for Living, Baron Financial Group proudly sponsored their Annual Walkathon – 5K, Walk & Doggie Dash. The event was held Saturday, April 20, 2024 at Overpeck Park in Ridgefield, NJ. Baron team members Victor, Victoria and Gregory Cannillo were in attendance. The Cannillo family is actively involved with all Spectrum for Living fundraising events.

Investing Philanthropy Baron Team