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Why is portfolio rebalancing important?

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?

Investing Insights Videos Baron Financial Answers

Video: Market Update for July 2024

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. Some summertime suggestions 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. Watch our July 2024 Market Update video here:

Investing Baron Team Insights Market Updates Videos

Be Alert to Common Cyber Threats

Due to the recent CrowdStrike outage, there has been a reported surge in phishing emails. Be extra cautious with emails. Before clicking on any links or downloading attachments, double-check the sender’s email address and domain, and look for signs of spoofing or unusual email addresses. As part of our Responsible Guidance platform, we created a multi-part video series to educate you on Cybersecurity, which includes information about phishing. You can view our videos in the cybersecurity series here :

Baron Team Videos

Video: Market Update for May 2024

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. Some planning items to consider. 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 2024 Market Update video here:

Investing Baron Team Insights Market Updates Videos