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Baron Financial Team Answers Questions About “Your Personal Economy"SM. To practice mindfulness when making investment decisions, we should: 1. Gather all the facts – not just those at our fingertips 2. Consider all the possible outcomes – not just ones we hope for 3. Consult with your advisor At Baron Financial Group, we always advise our clients to control the controllable and most importantly, keep emotions out of investing. Here is how we help our clients:

Victor Cannillo is quoted on this topic in an article in NJMoneyHelp.com by Karin Price Mueller, originally published on March 31, 2021. A reader with 14 years and $270k left on their 20-year mortgage and currently keeping those funds in an online bank earning 0.40%, posed the question, “Is there a better place to keep this money and earn some kind of yield without too much risk?” Baron Financial Group’s Wealth Management Principal, Victor Cannillo, offered this advice:

You may presume that the political landscape will affect your portfolio. But in actuality, data demonstrates there is no correlation between political party in power and stock market performance. View our video to learn what history has taught us over the past 85 plus years:

Wall Street forecasts lack persistence. Their shelf life may only be a few weeks or months at best. 2020 was a great example; once COVID hit, existing forecasts became worthless. And this happens just about every year – excuses abound as to why the “experts” got it wrong…again. Forecasts are alluring because they provide an illusion of certainty. And our brain wants certainty. The problem is that we are looking for certainty in the wrong place. Our forecast is persistent because...

The power of foresight is desirable but limiting. Even if you could know a future event for certain, it would still be difficult to predict market movements based on that event. For example, say at the beginning of the year I would have told you that...

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:

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 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.