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 "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. Diversification continues to benefit investors. 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 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 benefits of diversification are reinforced this month. 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 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. How do tariffs affect 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 2025 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 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 "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. Are you anchoring to the performance of a popular index? 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 2024 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 2025. 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. Be aware of Home Bias risks. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our November 2024 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. Be aware of behavioral biases ahead of the election and the Fed meeting. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our October 2024 Market Update video 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...
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?
Continuing our tradition of support for Spectrum for Living, Baron Financial Group proudly sponsored their Annual Walkathon – 5K, Walk & Doggie Dash. The event was held Saturday, April 20, 2024 at Overpeck Park in Ridgefield, NJ. Baron team members Victor, Victoria and Gregory Cannillo were in attendance. The Cannillo family is actively involved with all Spectrum for Living fundraising events.