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BFG In the News: James answers a reader’s question about distributions from an inherited IRA

James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I have an inherited IRA. How soon do I have to take distributions?”, originally published on November 30, 2021. If your inherited IRA falls under the 10-year rule, the IRS has clarified the rule in their publication 590-B...

Financial Planning Taxes Retirement Planning Baron Team Insights

Baron Financial Answers Video: Why is rebalancing important for my portfolio?

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?

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Mid-Year Thoughts on the Markets & Economy

There are always concerning headlines, disappointing economic results and fears about the future. This is exacerbated by the financial media, which is why I always advise investors to turn it off; ignore it. And if you just can’t help yourself to look, at the very least do it with the correct lens. That lens is that the media is all about getting you to click or tune in. Whether times are good or bad, the media often will portray things ...

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Baron Financial Answers Video: How to make mindful financial decisions

Baron Financial Team Answers Questions About “Your Personal Economy"SM. To practice mindfulness when making investment decisions, we should: 1. Gather all the facts – not just those at our fingertips 2. Consider all the possible outcomes – not just ones we hope for 3. Consult with your advisor At Baron Financial Group, we always advise our clients to control the controllable and most importantly, keep emotions out of investing. Here is how we help our clients:

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