In this new series, we sit down with a member of the Sax Wealth Advisors and dive into important topics within the wealth management space in an interview-style format between our host and our special guest. We invite you to join our first episode focused on: The Value of an Estate Plan Join our special […]
The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks that make up the S&P 500 Index shows. Staying invested and focused on the long term helps to ensure that you’re in position to capture what the market has to […]
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest. Let’s fill in some of […]
Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books. 1. Keep Your Eye on the […]
It’s hard to believe 2021 is now winding down. There has been a lot of discussion and movement on potential changes in 2022 that would impact your portfolio and tax position. Tax planning at every year-end is important, but proper strategic action at the close of this year could be your last chance to make […]
In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves. But we can weave each event into the tax-planning fabric of your financial life. Following […]
Senior Advisors are partners of Sax and work to reduce stress for Medicare beneficiaries by providing education, an overview of the choices available, and by making meaningful recommendations for each individual’s coverage. As the Medicare annual enrollment period starts soon, our friends at Senior Advisors have put together some important things for you to consider […]
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. How do we plan […]
In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step back and look at the big picture before acting on breaking news. But what if inflation does get out of hand, and stays that way for a […]
