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Happy Fourth of July from Baron Financial!

As we celebrate our nation’s independence, we honor the courageous men and women dedicated to preserving our freedom. In the spirit of the holiday, and in honor of our clients and friends, a donation has been made to Adopt-a-Soldier Platoon. Baron Financial Group will be closed on Friday, July 4th in honor of the holiday. Enjoy your holiday weekend!

Philanthropy

Class of 2025: It Isn’t Too Early to Start Thinking about Your Retirement

A 60-second read by the Baron Team: Congratulations 2025 College graduates! Throw that mortarboard as high in the air as you can and before it circles back down to earth, start thinking about saving for your retirement. You are most likely going to be responsible for setting yourself up for a successful retirement, so your best bet is to invest early and often. Invest in yourself first…

Investing Financial Planning Retirement Planning

Video: Market Update for May 2025

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. Stock indexes lead in May. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our May 2025 Market Update video here:

Investing Baron Team Insights Market Updates Videos

We Remember and Honor Our Veterans

Baron Financial Group honors the brave men and women who gave their lives serving our country. To honor all our veterans, a donation has been made to: Adopt-a-Soldier Platoon, an all-volunteer 501(c)(3) public charity that has been supporting our Troops since April 2003 and is based in Fair Lawn, NJ. in observance of Memorial Day, Baron Financial Group will be closed on Monday, May 26th.

Philanthropy

Video: Market Update for April 2025

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. April saw mixed economic data. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our April 2025 Market Update video here:

Investing Baron Team Insights Market Updates Videos

BFG in the News: Victoria answers a reader’s question about allocating savings in an emergency fund

Victoria Cannillo, an Associate Financial Planner/Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in February 2025. April is “Financial Literacy Month” and a good time to share our tips to help create an effective spending plan.

Financial Planning Credit Baron Team Insights

Video: Baron Financial Group – Who We Are

As a Registered Investment Adviser, we are held to a fiduciary standard and must put the interests of our clients first. Our recommendations will be tailored according to your unique needs and goals. Our goal is to deliver proactive advice designed to bring you value and opportunity. View our “Who We Are” video to learn more about how we are compensated and our fiduciary obligation.

Investing Financial Planning Retirement Planning Videos

Video: Market Update for March 2025

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. Diversification continues to benefit investors. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our March 2025 Market Update video here:

Investing Baron Team Insights Market Updates Videos

BFG at the ballpark: We say “Thank You” to Our Clients and Friends

Baron Financial Group was happy to return to the ballpark to host a client-appreciation event at the spring-training home of the Baltimore Orioles. The March 20th game versus the New York Yankees ended with a win for the Yankees. This was our eighth year hosting a client event at Ed Smith Stadium in Sarasota, Florida. Continuing with our tradition, a donation has been made in honor of our clients and friends to the “All Faiths Food Bank” in Sarasota.

Philanthropy Baron Team