26 Feb

Posted at 10:57h in News/Resources

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 Big picture, an asset is anything beneficial you...

21 Jan

Posted at 13:31h in News/Resources

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 of the most familiar financial...

14 Jan

Posted at 14:31h in News/Resources

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 per year while the S&P...

20 Dec

Posted at 09:52h in News/Resources

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 Day (Tuesday, January 1, 2019). We would...

20 Nov

Posted at 14:19h in News/Resources

Due to the Thanksgiving Holiday, SAX Wealth Advisors will be closed as of 3:00 PM on Wednesday, November 21 and will resume normal business hours on Monday, November 26. We would like to take this opportunity to thank you for your continued business.  We are sincerely...

29 Oct

Posted at 13:40h in News/Resources

Here at Sax Wealth Advisors, we try to keep the financial jargon to a minimum. But even where we may succeed, you’re likely to encounter references elsewhere that can turn valuable information into mumbo-jumbo yet to be translated. Consider us your interpreter. Today, we’ll explore correlation,...