Baron Financial Team Answers Questions About “Your Personal Economy” As we approach November 3rd, bombarded with election commentary and commercials, you might be asking yourself:
Anthony Benante, a CFA® charterholder with Baron Financial Group, is quoted in an article on NJMoneyHelp.com by Karin Price Mueller, originally published on October 2, 2020. When asked about market volatility and what it means for your portfolio, Anthony said:
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. Watch our September 2020 Market Update video here, presented by Anthony Benante, CFA:
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. Watch our August 2020 Market Update video here:
The "Baron Financial Group Market Update" is a new video series where we talk about what has happened in the markets, what our team is doing now, and what we are looking at down the road. Watch our July 2020 Market Update video here:
There are many factors to consider when comparing an exchange-traded fund (ETF) and an index mutual fund. An ETF is a marketable security that tracks an index, like an index fund. A Mutual Fund is an investment company that pools money from shareholders and invests in a variety of securities, including stocks, bonds and money market funds. A main difference between an ETF and an index mutual fund is an ETF trades continuously while the market is open, while the index mutual fund trades one time a day at market close.
The "Baron Financial Group Market Update" is a new video series where we talk about what has happened in the markets, what our team is doing now, and what we are looking at down the road.
Nicholas Scheibner is quoted on this topic in two separate articles in NJMoneyHelp.com by Karin Price Mueller, originally published on March 4, 2020 and March 23, 2020. There are some things to keep in mind regarding the SECURE Act rules for inherited IRA beneficiaries and the 10-year distribution window:
The Baron Client Portal provides easy-to-navigate online access to your account information. Securely login to see more detail about your portfolio and how your money is invested. Watch our instructional video to learn how to enroll in and navigate the Baron Portal.
Although the mission statement of organizations (such as endowments, foundations or not-for-profits) who manage funds for others (beneficiaries), can vary greatly, the need to responsibly manage the investments of the organization is crucial for the ultimate beneficiaries. Below are important priorities members should remember when reviewing their annual investments for their organizations:
First and foremost, our thoughts go out to the individuals and families who have been affected by the coronavirus. Our main concern is the health and well-being of our global community. During times of financial uncertainty, it’s often helpful to take a step back and identify what we know and what we don’t know, as well as what we can control and what we can’t control. These types of thinking exercises can help us make good decisions.
The most important thing in your life is your child. And for parents with a special needs child that requires specialized care, the most significant concern is what happens to my child when I am gone or can no longer advocate for them. How would your child be financially taken care of? Watch our 85-second video to learn about how we help families with special needs.