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Cybersecurity Video: How We Protect Your Data

Baron Financial Group is committed to the protection and security of your personal information. As part of our Responsible Guidance platform, we have created a multi-part video series to educate you on Cybersecurity. Part 2 of our series discusses how we protect your data through our cybersecurity program, which includes:

Baron Team
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Priorities for Organizations Reviewing Their Investment Plan

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:

Investing Baron Team
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An Important Message from Baron Financial Group

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 info@baron-financial.com 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!

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

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!

Philanthropy Baron Team
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The Importance of a “Trusted Contact”

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.

Baron Team Insights
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Tax-Identity-Theft Awareness

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.

Taxes Baron Team