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. Plus, a few New Year’s resolutions 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, CFP®. Watch our December 2025 Market Update video here:
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 2026. 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. Year-End planning items for Your Personal Economy are discussed. 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 November 2025 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. The 2026 Social Security Adjustment has been set. 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 October 2025 Market Update video here:
If you are thinking about retirement, we strongly suggest you plan ahead and consider what your retirement needs and goals will be and what financial resources are available for you to support your anticipated lifestyle. Here are Baron's suggested top ten priorities when planning for retirement:
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. Economic data continues to be mixed in August. 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 August 2025 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. Economic growth returns with mixed market results. 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 July 2025 Market Update video here:
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…
Victor Cannillo, a Senior Wealth Manager/Partner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in April 2025. The important thing to focus on is your long-term strategy and try to keep emotions out of investing.
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.
The start of a New Year is a good time to share our financial checklist. Here are some priorities for you to review, plan for, and update in 2025. As Financial Advisors, we are dedicated to educating our clients and our community about the importance of their financial health. We hope you find this checklist helpful! You can download the checklist here:
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...