Parsippany, NJ, August 20, 2026: SAX Wealth Advisors, a leading independent wealth management firm and part of SAX Advisory Group, today announced the acquisition of Lighthouse Financial, marking the firm’s second Florida office and further extending its advisory footprint. The transaction closed June 30, 2026, and brings approximately $350 million in assets under management to […]
Join us for a live webinar. Date: Tuesday, September 15, 2026Time: 4 PM ET You have a fancy binder, complete with revocable trust, will, and powers of attorney. It’s been sitting in your closet since you signed it and is likely covered in dust. But estate planning isn’t a “set it and forget it” exercise, […]
SAX Wealth Advisors is proud to be recognized in Financial Advisor Magazine’s 2026 RIA Survey & Ranking, earning placement across all three of the survey’s categories: The Financial Advisor RIA Survey & Ranking is an annual industry benchmark, highlighting the top-performing independent advisory firms across the country based on assets under management (AUM) growth, overall […]
Wealth arm of SAX, a top 60 accounting firm, rises seven spots on Accounting Today’s 2026 Wealth Magnets list. Parsippany, NJ Headquarters, June 23, 2026 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 60 accounting, tax, and advisory firm, announces its ranking at #14 […]
The weather is heating up outside, and financial markets are matching the temperature following a remarkable nine-week winning streak that has propelled the S&P 500 to new all-time highs. This fundamental earnings momentum leads us into a summer of highly anticipated, high-heat milestones, including the SpaceX IPO on June 12, which naturally raises the question […]
Parsippany, NJ – May 11, 2026 — SAX Wealth Advisors, a leading independent wealth management firm, today announced the successful completion of four strategic acquisitions, further strengthening its national presence and expanding its advisory talent. These transactions collectively bring approximately $325 million in assets under management (AUM) and add four experienced advisors to the firm. […]
Markets, it turns out, are not good readers of headlines. Following a volatile March, April gave investors every reason to stay concerned: the Strait of Hormuz remained disrupted, oil prices hit crisis levels, and diplomatic efforts to de-escalate the U.S.-Iran conflict repeatedly stalled. Yet global equities staged one of the strongest monthly rallies in memory, […]
The first quarter of 2026 was a tale of two trends. The year began with a continuation of the “regime shift” from late 2025, marked by strength in International and Emerging Markets. However, momentum stalled in March as geopolitical tensions and an energy spike altered the landscape, testing resolve with headlines ranging from tech disruption […]
In this month’s update, Chief Investment Officer Les Vasvari shares his perspective on the shifting market landscape and what the recent broadening of market leadership may mean for investors. To help you navigate these shifts from a total-wealth perspective, we have also included insightful commentary from our in-house tax expert, Gregg Munn, on tax liability […]
