The Baron Client Portal provides easy-to-navigate online access to your account information. Securely login to see more detail about your portfolio and how your money is invested. Watch our instructional video to learn how to enroll in and navigate the Baron Portal.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides additional relief for small businesses with the Paycheck Protection Program (PPP). The initial program, first signed into law on March 27th, stopped accepting applications in mid-April due to a depletion of the original allocated funds. As of Monday, April 27th, the federal PPP, through the Small Business Administration (SBA), started accepting new applications. If you applied for funding in the first round, you will remain in the queue and do not need to apply again. For more information go to
First and foremost, our thoughts go out to the individuals and families who have been affected by the coronavirus. Our main concern is the health and well-being of our global community. During times of financial uncertainty, it’s often helpful to take a step back and identify what we know and what we don’t know, as well as what we can control and what we can’t control. These types of thinking exercises can help us make good decisions.
If you are like many working Americans, you are in the middle stages of your journey towards financial independence. This is the time to redefine your financial path to ensure the steps you are taking are leading towards your desired destination. Although you may have several more years to go, it's time to begin coming up with specific and measurable retirement goals.
The most important thing in your life is your child. And for parents with a special needs child that requires specialized care, the most significant concern is what happens to my child when I am gone or can no longer advocate for them. How would your child be financially taken care of? Watch our 85-second video to learn about how we help families with special needs.
Start the new decade with a fresh look at your financials. Here is a checklist to get you started:
What 5 things should you be thinking about at the end of the year when it comes to your finances?
Victor Cannillo 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.
There are important questions at certain ages that you should keep in mind on your journey. Your options for Retirement and Financial Planning need to be given very serious thought and examination. You need to identify your goals, explore your options, and test for the unexpected.
You want to put your emergency funds in an account where the funds are easily accessible and not exposed to risk. Examples include traditional bank accounts that carry FDIC insurance (savings, checking, etc.).
Whether you are making a plan to travel or planning for retirement, determining an appropriate strategy ahead of time will provide guidance for a path to success and for actions to take when things might not go as smoothly as expected.
1. Turning wealth into income – creating a total return strategy that produces a continuous paycheck just like you had when you were employed 2. Revising your investment strategy – which was successful for the accumulation phase but may not work as well now during the distribution phase 3. Protecting against new risks and concerns...