Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them?   Asset Allocation: A Classy Subject > READ MORE

Sometimes the best, most rigorously developed financial advice is so obvious, it’s become cliché. And yet, investors often end up abandoning this same advice when market turbulence is on the rise. Why the disconnect? Let’s take a look at five > READ MORE

From March 2009 through September 2018 — a period encompassing almost 10 years and the aftermath of the Great Financial Crisis — the world’s stock markets performed exceedingly well. Over this period, the global stock market was up 14.3 percent > READ MORE

Due to the upcoming holidays, Sax Wealth Advisors will be closed Monday, December 24 (Christmas Eve) and Tuesday, December 25 (Christmas Day).  We will resume normal business hours on Wednesday, December 26. Our offices will also be closed New Year’s > READ MORE

Now that the 2017 tax season is a wrap for most Americans, it’s time to start contemplating how the 2017 Tax Cuts and Jobs Act (TCJA) will impact your current and future tax plans. One of the frequently asked questions > READ MORE