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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

BFG in the News: Victoria answers a reader’s question about reclaiming a spouse’s pension benefits

Victoria Cannillo, a Financial Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “My husband left his assets to our daughter. What can I do?”, originally published in January 2024. Having a beneficiary for a pension plan is very important, since…

Financial Planning Retirement Planning Baron Team Insights

BFG in the News: Anthony answers a reader’s question about post-retirement-investment options

Anthony Benante, CFA, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “What are good investments for after you retire?”, originally published on December 5, 2023. Investment decisions in retirement depend on your specific situation. Different investments can have different objectives.

Investing Retirement Planning Baron Team Insights