What 5 things should you be thinking about at the end of the year when it comes to your finances? 1. Review your personal budget and commit to a savings plan for 2023. 2. Review your long-term investment strategy...
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. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our November 2022 Market Update video here:
Many clients have been asking us about Series I Savings Bonds. Here are some details that you need to know to determine if I Bonds are right for you - they are typically best for someone who has additional savings, which they feel they may not need for the next 1-5 years.
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. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our October 2022 Market Update video here:
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. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our September 2022 Market Update video here:
James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “We sold our stocks. What should we do with the money?”, originally published on September 7, 2022. Without knowing your full financial situation, we recommend answering the following questions to help you make an informed decision.
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. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our August 2022 Market Update video here:
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. 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 2022 Market Update video here:
Baron Financial Group is committed to keeping your personal information safe and educating you on how to remain vigilant. With that in mind, we are sharing this bulletin from Schwab regarding potential scams. We have not received notification of any fraudulent activity with Baron Client Accounts. The following is an educational communication from Schwab to make you aware of what scams to look out for.
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. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our June 2022 Market Update video here:
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?
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. 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 2022 Market Update video here: