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Video: Market Update for May 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 planning items to consider. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our May 2024 Market Update video here:

Investing Baron Team Insights Market Updates Videos

BFG in the News: James answers a reader’s question about investing in a friend’s company

James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I invested in a friend’s company. Should I sell out?”, originally published on November 1, 2023. Working with a financial advisor can help you determine a course of action that takes into account your willingness and ability to take risks while keeping emotions out of investing. It may not be wrong for you to sell, however…

Investing Baron Team Insights

Women Facing Life Changes: How We Can Help

Happy Women’s History Month! In honor of Women’s History Month, we are spotlighting Victoria Cannillo, an Associate Financial Planner/Analyst at Baron Financial Group. At Baron Financial Group, we understand the importance of women taking control of their finances and have experience providing financial guidance to women at different stages of life. Through our Financial Life Planning process, we are here to help answer the questions that don't always fit onto an investment statement.

Financial Planning Income Planning Baron Team

BFG in the News: Victoria answers a reader’s question about reclaiming a spouse’s pension benefits

Victoria Cannillo, a Financial Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “My husband left his assets to our daughter. What can I do?”, originally published in January 2024. Having a beneficiary for a pension plan is very important, since…

Financial Planning Retirement Planning Baron Team Insights