News/Resources Archives | Page 11 of 14 | Sax Wealth Advisors, LLC

13 Jun Sax Wealth Advisors Named To Accounting Today’s 2019 “Wealth Magnet” Rankings of the Top 150 Firms by AUM

Posted at 12:06h in News/Resources

THURSDAY, JUNE 13, 2019; CLIFTON, NJ: – SAX Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of accounting, tax and advisory firm, SAX, is proud to announce their inclusion on Accounting Today’s 13th annual “Wealth Magnets” list, comprised of the Top 150...

05 Apr Getting to the Point of a Point

Posted at 12:50h in News/Resources

Written by: Kyle R. Stawicki, ChFC® A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given...

01 Apr Sax Wealth Advisors Adds The Practice of Stuart B. Herrmann, CFP®, CPA To Expanding Team of Wealth Advisors

Posted at 14:17h in News/Resources

Clifton, NJ, April 1, 2019 –––– Sax Wealth Advisors LLC, an independent registered investment advisory firm with offices in Clifton, NJ, Pennington, NJ and New York City, has announced the addition of Stuart B. Herrmann, CFP®, CPA as Wealth Advisor effective April 1, 2019. Previously, Stuart served...

26 Feb What Is Asset Allocation?

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 FIVE FINANCIAL ADAGES FOR THRIVING IN VOLATILE MARKETS

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 Reinforcing Longer-Term Investment Principles

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 Holiday Office Schedule

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...

13 Dec CHARITABLE GIVING UNDER NEW TAX LAWS: AN OVERVIEW OF SENSIBLE STRATEGIES

Posted at 15:44h in News/Resources

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 we’ve been fielding is on...

29 Nov Required Minimum Distributions (RMDs) Must Be Taken by December 31

Posted at 13:30h in News/Resources

As the calendar approaches year-end, it’s important to begin thinking about and planning for personal income taxes, related year-end income (or expense) and the correlating deadline events. One deadline that is quickly approaching applies to retirement accounts: required minimum distributions or RMDs. If you’re a...

20 Nov SAX Wealth Advisors’ Holiday Office Schedule

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...

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