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Class of 2025: It Isn’t Too Early to Start Thinking about Your Retirement

A 60-second read by the Baron Team: Congratulations 2025 College graduates! Throw that mortarboard as high in the air as you can and before it circles back down to earth, start thinking about saving for your retirement. You are most likely going to be responsible for setting yourself up for a successful retirement, so your best bet is to invest early and often. Invest in yourself first…

Investing Financial Planning Retirement Planning

Video: Market Update for May 2025

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. Stock indexes lead in May. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our May 2025 Market Update video here:

Investing Baron Team Insights Market Updates Videos

Video: Market Update for April 2025

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. April saw mixed economic data. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our April 2025 Market Update video here:

Investing Baron Team Insights Market Updates Videos

Video: Baron Financial Group – Who We Are

As a Registered Investment Adviser, we are held to a fiduciary standard and must put the interests of our clients first. Our recommendations will be tailored according to your unique needs and goals. Our goal is to deliver proactive advice designed to bring you value and opportunity. View our “Who We Are” video to learn more about how we are compensated and our fiduciary obligation.

Investing Financial Planning Retirement Planning Videos

Video: Market Update for March 2025

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. Diversification continues to benefit investors. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our March 2025 Market Update video here:

Investing Baron Team Insights Market Updates Videos

Video: Market Update for February 2025

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. The benefits of diversification are reinforced this month. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our February 2025 Market Update video here:

Investing Baron Team Insights Market Updates Videos

Video: Market Update for January 2025

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. How do tariffs affect 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, CFP®. Watch our January 2025 Market Update video here:

Investing Baron Team Insights Market Updates Videos

Video: Market Update for December 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. Are you anchoring to the performance of a popular index? It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our December 2024 Market Update video here:

Investing Baron Team Insights Market Updates Videos

IRA Basics 2024

The purpose of this blog is to present some basic information about Individual Retirement Accounts (IRAs): Traditional and Roth IRAs and the differences between them. Inherited IRAs have different withdrawal guidelines, and these should be carefully reviewed. Contributions for tax-year 2024 can be made from January 1, 2024 – April 15, 2025. What is an IRA? An IRA is an Individual Retirement Account...

Investing Financial Planning Taxes Retirement Planning