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Why is portfolio rebalancing important?

Rebalancing is one of the most important tasks we perform as we manage our clients’ investments. It is important that our clients understand the term “opportunistic rebalancing” and how it relates to your portfolio. Victor Cannillo, Wealth Management Principal at Baron Financial Group, answers these questions about rebalancing: What is it? Why do we recommend it? And how frequently will we employ it?

Investing Insights Videos Baron Financial Answers

Video: Market Update for July 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 summertime suggestions for Your Personal Economy. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our July 2024 Market Update video here:

Investing Baron Team Insights Market Updates Videos

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