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.
Presented by Anthony Benante, CFA
Watch our September 2020 Market Update video here:
September Market Update Highlights
- Markets continue to react to Fed comments
- Short-Term trend reversals in September
- Plan for multiple outcomes, not just the obvious ones
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.
Disclosure: This is a general communication being provided for informational purposes only. Past performance is no guarantee of future results. Every investment strategy has the potential for profit or loss. This material is not intended to be relied upon as a forecast, research, tax or investment advice. The opinions expressed are as of October 1, 2020 and may change as subsequent conditions vary.