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. April saw mixed economic data. 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 April 2025 Market Update video here:
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:
Baron Financial Team Answers Questions About “Your Personal Economy”. Presented by Victor Cannillo, NAPFA-Registered Financial Advisor. Today’s question is on Umbrella Insurance. What is it and why do I need it? View or listen to our video to learn more...
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 "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:
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:
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?
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 Financial Team Answers Questions About “Your Personal Economy”. Presented by James Suazo, ChFC®. Today’s question is on Estate Planning. Do I need an Estate Plan? What are the three basic estate planning documents? View or listen to our video to learn more
Baron Financial Team Answers Questions About “Your Personal Economy”. Do you understand the difference between speculating and investing and how it could affect your portfolio? We offer disciplined perspectives on Your Personal Economy - the aspects of your financial life that are unique to you. WATCH OR LISTEN TO OUR SHORT VIDEO HERE TO LEARN MORE: