Although the mission statement of organizations (such as endowments, foundations or not-for-profits) who manage funds for others (beneficiaries), can vary greatly, the need to responsibly manage the investments of the organization is crucial for the ultimate beneficiaries. Below are important priorities members should remember when reviewing their annual investments for their organizations:
Dear Clients and Friends, We hope you have seen our recent post related to the Stock Market and COVID-19 (Coronavirus). We are here for you. If you feel it’s time to talk about your personal economy, we have several options available: Phone Calls, Video Conferencing and Emails. With everyone’s safety in mind, we would prefer to delay in-person meetings at this point. If needed, your Baron Team is capable of working remotely and can still be contacted. We can be reached by email at firstname.lastname@example.org or at 1-866-333-6659 to schedule a meeting via phone call or video conference. Or reach out directly to your team members. Stay healthy and safe!
With spring right around the corner, Baron Financial Group hosted a client-appreciation event at the spring-training home of the Baltimore Orioles. The March 8th game versus the New York Yankees ended in a time game. This is our fifth year hosting a client event at Ed Smith Stadium in Sarasota, Florida. An extra special treat for our guests, and advisors, was a visit from the Oriole Bird!
Increasingly, we understand that there can be a need to have an additional person like a trusted family member or friend we can contact to ensure the well-being of a client. As we age, we may start to see that a person’s mindfulness and mental capacity diminishes. For some, early-onset dementia or other illness necessitates having a trusted contact in place at an earlier age.
It is always a good time to enhance online security and know what to do if you are a victim of tax fraud. In recognition of “Identity Theft Awareness Week”, held February 3rd – 7th, we thought it was particularly timely to re-post this blog, originally posted Jan 25th, 2018.
Nicholas Scheibner is quoted on this topic in an article in NJMoneyHelp.com by Karin Price Mueller, originally published on January 30, 2020. The SECURE Act changes the rules for workers who are over age 70 ½. If you have earned income, you can contribute to your IRA at any age.
Because we have personally seen several recent phishing emails claiming to be from Amazon, Chase Bank, Capital One, the IRS, among others, we felt it was important to remind everyone to be aware of fraudulent emails and phone calls asking for personally identifiable information. It is key to remember that you will never receive an email or a phone call, from the IRS or your bank, asking for your social security number or account number. Always assume this is a fraudulent call or email and do not give out any sensitive information.
The Five Star Wealth Manager award, administered by Five Star Professional, recognizes professionals in the financial services industry who are committed to excellence. Baron Financial Group is proud to announce that Advisors Anthony Benante, Victor Cannillo, and Nicholas Scheibner are recognized as 2020 Five Star Wealth Managers in New Jersey.
Victor Cannillo and Nicholas Scheibner of Baron Financial Group recently spoke to the senior residents of the New York Medical College Pediatric Residency Program in Valhalla, NY about financial planning.
Start by choosing one who listens to you… Baron Financial Group is a member of NAPFA (National Association of Personal Financial Advisors). We are a Fee-Only firm that is compensated solely by the client, not by the purchase or sale of a financial product. Our fiduciary responsibility is to put the best interests of our clients first.
Continuing our tradition of support for Spectrum for Living, Baron Financial Group proudly sponsored their Annual Walkathon – 5K & Doggie Dash. The event was held Saturday, September 28, 2019 at Overpeck Park in Ridgefield, NJ. We were happy to also support Spectrum for Living’s annual Gala.