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. In March, we share insights to help keep Your Personal Economy on track - even when markets are volatile. 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 2026 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. In February, diversification shines. 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 2026 Market Update video here:
Victoria Cannillo, an Associate Financial Planner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in January 2026. It is important to have your ducks in a row for RMDs (Required Minimum Distributions) as there are penalties for missing an RMD. The types of accounts that count toward your RMD calculation are tax-deferred accounts, such as…
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, is automatic bill payment right for you and 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 2026 Market Update video here:
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 2026. 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:
Victor Cannillo, a 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 October 2025:, “I’m divorced. How do I make sure my money is in the right place?” To help you navigate your post-divorce financial life, we would recommend working with a Registered Investment Adviser (RIA).
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:
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:
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.