We wish you and your families a Happy, Healthy, and Prosperous New Year! As we begin a New Year, we would like to take this opportunity to say Thank You! Click here to see the rest of our video message…
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. Are you anchoring to the performance of a popular index? It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our December 2024 Market Update video here:
We wish you and your loved ones a holiday season filled with joy and happiness! Here are our perennial top 10 wishes for you:
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. Be aware of Home Bias risks. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our November 2024 Market Update video here:
In this season of gratitude, we pause to say Thank You to our clients, family, and friends. We are grateful for your trust and confidence in us. Thank you for the privilege of getting to know and work with you. In this season of giving, we donate to our local food pantries to help those less fortunate in our community.
In honor of Veterans Day, and the heroes who serve our country, Baron Financial Group is proud to donate to the "Building Homes for Heroes®" project: Building Homes for Heroes® is determined and devoted to bringing renewed hope to our nation’s injured veterans. The organization builds or modifies homes, and gifts them, mortgage-free, to injured veterans and their families, while providing support services to enable them to build better and brighter lives and reach new heights.
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. Be aware of behavioral biases ahead of the election and the Fed meeting. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our October 2024 Market Update video here:
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, “Will my son’s summer income count for financial aid?”, originally published in June 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. Be aware of Overconfidence Bias. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our September 2024 Market Update video here:
Our September 12th blog post focused on some basic information about Traditional Individual Retirement Accounts (IRAs). This post provides guidelines for taking withdrawals from Traditional IRAs that have been inherited. Reference this flow chart for guidance with your RMDs from an Inherited IRA. If you inherit an IRA, you must determine:
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. Have you reviewed your beneficiaries recently? It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our August 2024 Market Update video here:
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: