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:
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 April 2022 Market Update video here:
We believe that all clients and prospective clients need to understand the way their financial advisor or potential advisor operates as a firm. We put together this short interview video with our Baron Advisors, Victor Cannillo, Anthony Benante, Nicholas Scheibner, and James Suazo, to ask them some important questions:
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 March 2022 Market Update video here:
Baron Financial Team Answers Questions About “Your Personal Economy” Nicholas Scheibner, CFP®, Wealth Management Advisor at Baron Financial Group, helps explain how capital gains affects your tax situation and how we aim to minimize taxes.
Nicholas Scheibner, CFP®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I’m 75 and working. Can I still save in an IRA or 401(k)?”, originally published on July 13, 2021. Under the SECURE Act, you can now continue to make contributions to a 401(k) or IRA if you have earned income, with no age limitations.
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 February 2022 Market Update video here:
As of January 1, 2022, the retirement plan contribution limit has been increased to $20,500. Plans include 401(k)s, 403(b)s and most 457 plans, as well as the federal government’s Thrift Saving Plan. Please note that contribution limits to traditional and Roth IRAs remain unchanged at $6,000 ($7,000 if you are age 50 or older).
As you prepare to file your 2021 taxes, especially if you are thinking of filing your taxes early this year, keep in mind the following: