Video: Market Update for May 2025

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.  It is a video with audio, so if you prefer to just listen, click play and enjoy!

Presented by Anthony Benante, CFA, CFP^®

May Market Update Highlights 

• Mixed but stable economic data
• Stock indexes lead in May 
• Are your beneficiaries and estate plan current?

Although each month the information may change, 
our Investment Principles remain:

• Create a globally-diversified and risk-appropriate strategy. 
• Validate the investment choices versus peer investments. 
• Rebalance when needed. 
• Test the strategy in a comprehensive financial plan and have regular feedback loops to update information.

Please contact the Baron Team with any questions.

 Disclosure: This is a general communication being provided for informational purposes only. It is educational in nature and not designed to be advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction. Past performance is no guarantee of future results.  Every investment strategy has the potential for profit or loss.  Your Personal Economy refers to the aspects of your financial life that are unique to you.  Benchmark data provided by Morningstar, Inc.. Market index performance is presented as a benchmark for reference only and does not imply any portfolio will achieve similar returns, volatility or any characteristics similar to an actual portfolio.  Also, the performance of an index is not illustrative of the performance of any specific security (e.g., a stock, bond, etc.).  Market indexes cannot be purchased; rather, they represent a list of stocks or other assets that are used as benchmarks for investment performance. The opinions expressed are as of June 1, 2025, and may change as subsequent conditions vary.