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, […]
If you spent part of July on summer vacation, you may have checked your portfolio summary and concluded that not much happened while you were away. The S&P 500 finished essentially flat (-0.06%). Yet beneath that calm surface was one of the most significant, high-velocity rotations of the current market cycle. Ralph Acampora, a pioneer […]
Parsippany, NJ, August 5, 2026: SAX Wealth Advisors, a leading independent wealth management firm and part of SAX Advisory Group, today announced the completion of its acquisition of SFS Financial (Stawnychy Financial Services, Inc.), based in Kinnelon, NJ, further enhancing its advisory bench strength. The transaction, which officially closed on June 30, 2026, brings approximately […]
I hope everyone enjoyed a wonderful Fourth of July holiday with family and friends. Celebrating Independence Day always serves as a great reminder of American resilience. Back in 1776, the United States was the ultimate underdog, facing off against the world’s most dominant empire with little more than a raw conviction in its own long-term […]
You’ve ordered the extra-long twin sheets. You’ve stocked up on shower sandals, laundry detergent, and enough Ramen noodles to last a semester. You’ve double-checked the move-in date and mapped the drive to campus. But there’s one critical item missing from most college packing lists – and it has nothing to do with dorm room décor. […]
Bunching – the tax strategy of grouping more than one year’s worth of charitable donations into a single tax year – gained widespread popularity after the Tax Cuts and Jobs Act of 2017 (TCJA). The TCJA nearly doubled the standard deduction from $6,350 to $12,000 for individual filers and from $12,700 to $24,000 for married […]
A new case out of the United States District Court of Colorado is drawing significant attention across the non-profit and financial planning communities. Peterson v. Christian Community Foundation, Inc., filed January 15, 2026, goes to the heart of a question many donors may never have considered: What rights do you have over funds contributed to a donor […]
SAX Wealth Advisors welcomes Tamara Paulun, Director of Advanced Planning and Trusts, and shares why estate planning remains essential—even with higher federal exemptions. Recently, there has been a big fuss over the increased lifetime exemption moving up to $15 million (which can be combined to allow $30 million of exemption for married couples) under the One Big Beautiful Bill […]
2026 opened with a robust, broad-based rally that defied a backdrop of persistent macro uncertainty. Building on the momentum of late last year, January’s performance featured a welcome expansion in market breadth; value-oriented and economically sensitive areas stepped into the lead, not just in the U.S. but to the Emerging Markets and International Developed regions as well. While political headlines, ranging from the military […]
