Clifton, NJ, October 27, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey and New York City, has been approved to join the National Association of Personal Financial Advisors (NAPFA). This is one of the country’s leading professional associations of Fee-Only advisors that provide support and […]
Written by: Marie DeCaprio, Partner with Sax Wealth Advisors Studies have shown that a great majority of people nearing retirement overestimate how much they can withdraw, or simply do not know how much they should withdraw from their nest egg once retired. This is a serious concern, but isn’t surprising. For the majority of our […]
Research has found large and frequent issues of debt and equity affect firms’ returns. Read more
Larry Swedroe looks at new data on active funds’ persistent underperformance. Read more
June 9, 2017 is the latest significant date to the running timeline for the Department of Labor’s fiduciary rule, following: | April 6, 2016 — The DOL announces that, effective April 10, 2017, financial advisors who provide retirement investment advice will be required to put investors’ interests ahead of their own. | February 3, 2017 […]
Not all annuities are created equal. Joe Delaney on avoiding the ones that don’t fit your needs. Read more
Does age bring wisdom when it comes to investing? Read more
Hedge funds entered 2017 coming off their eighth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2016—one that included the worst bear market in the post-Depression era—the… Read more
