Latest From Our Blog

With spring right around the corner, Baron Financial Group hosted a client-appreciation event at the spring-training home of the Baltimore Orioles.

If you are working with a financial professional it is important to know what it means to be a fiduciary. Not all financial professionals are the same. Not all financial professionals put their clients’ interests first. We do.

Baron Financial Group’s New Investor Blog Series will consist of monthly blog posts that provide general information on a range of investment topics. The series aims to provide new investors with basic investment information.

This time of year it is not uncommon to find yourself burdened with an abundance of credit card debt. The National Association of Personal Financial Advisors (NAPFA) provides this list of their top six tips to help you come out from under the weight of credit card debt.

In this season of gratitude, we pause to say Thank You to our clients, family and friends. As is the firm’s practice at Thanksgiving, we donate to our local food pantry to help those less fortunate in our community.

A 30-second read by the Baron Team: At Baron Financial Group, we are committed to education and further advancing our knowledge of the industry to best serve our clients. In November 2018, one of our Baron team members, Victoria Cannillo, earned the CFA Institute Investment Foundations® certificate from the CFA (Chartered Financial Analyst®) Institute to help with her role as a financial analyst as well as a member of our internal investment committee.

A 30-second read by Nicholas Scheibner: When you are planning to fund your child’s college education, the 529 plan can provide several tax-benefits for your savings. A 529 plan is a plan operated by a state or educational institution, with tax advantages and potentially other incentives to make it easier to save for college and other post-secondary training, or for tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school for a designated beneficiary, such as a child or grandchild.

A 30-second read by the Baron Team: As Financial Advisors, it is our responsibility to protect all of our clients from financial abuse, if possible, but it is the senior client that may be the most susceptible and needs our protection. Unfortunately, they may become victims of financial abuse at the hands of their caregivers or family members. Often, abusers isolate their victims from loved ones or professionals in order to hide their fraudulent activity. If you have a client or know someone that you suspect is a victim of abuse (of any kind), Aginginvestor.com provided these “Three things to do if you think your client is being isolated from others”:

As you prepare for the arrival of Hurricane Florence, we thought this Red Cross checklist would be a helpful resource. If you click on the picture see the complete document.

“5 Steps to Take if the Bull Market Run Has You Thinking of Unloading Stocks”, an article written by Tara Siegel Bernard in the Aug. 22, 2018 edition of The New York Times, discusses the extended bull market that we are currently experiencing and what, if anything, we should do differently with our investments.

A 60-second read by Victor Cannillo: If you haven’t completed your estate planning documents yet, consider making it a priority. Having your estate planning documents in place can help to prevent issues down the road and ensures that your specific wants and wishes will be carried out. For example, did you know that technically, everyone has a will? The question is do you have a personalized will or the standard state version?

As we celebrate our nation's, independence we honor the courageous men and women dedicated to preserving our freedoms. WE HONOR THE COURAGEOUS MEN AND WOMEN DEDICATED TO PRESERVING OUR FREEDOM We wish all of our clients and friends a Happy Independence Day!