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Baron Financial Answers Video: Why is rebalancing important for my portfolio?

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

How do I defend against cyber threats?

October is Cybersecurity Awareness Month and the ideal time to re-share our educational videos on cybersecurity. Baron Financial Group is committed to the protection and security of your personal information. As part of our Responsible Guidance platform, we have created a multi-part video series to educate you on cybersecurity. It is important to stay vigilant to the ever-increasing cyber threats that invade our inbox.

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Medicare Annual Enrollment – Oct. 15 – Dec. 7, 2021

Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The 2022 Medicare annual open enrollment period for Medicare Advantage and Part D prescription plans begins Oct. 15, 2021 and runs through December 7, 2021. You can change your Medicare Advantage and Part D plans without special enrollment requirements. If you are applying for Medicare for the first time:

Financial Planning Social Security Insurance Videos