05 Mar Keep Recent Market Volatility in Perspective
Posted at 15:04h
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Written by: Joseph Piela, CFP®, Portfolio Advisor with Sax Wealth Advisors
14 Dec Sax Wealth Advisors Acquires The GM Financial Group and Brings Assets Under Management to Over $1 Billion
Posted at 09:56h
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Clifton, NJ, December 15, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey, central New Jersey and New York City, has announced the acquisition of The GM Financial Group, LLC based in Pennington, NJ. The addition of...
12 Dec Nurturing Your Nest Egg
Posted at 15:57h
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Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
27 Oct Sax Wealth Advisors Approved to Join the National Association of Personal Financial Advisors (NAPFA)
Posted at 10:16h
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Clifton, NJ, October 27, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey and New York City, has been approved to join the National Association of Personal Financial Advisors (NAPFA). This is one of the country’s...
18 Sep Withdraw Wisely From Your Retirement Nest Egg
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Written by: Marie DeCaprio, Partner with Sax Wealth Advisors Studies have shown that a great majority of people nearing retirement overestimate how much they can withdraw, or simply do not know how much they should withdraw from their nest egg once retired. This is a...
04 Aug Issuing Securities and Its Impact on Returns
Posted at 10:41h
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Research has found large and frequent issues of debt and equity affect firms' returns. Read more...
10 Jul More Evidence on the Persistent Underperformance of Active Funds
Posted at 11:42h
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Larry Swedroe looks at new data on active funds' persistent underperformance. Read more...
05 Jun DOL Fiduciary Rule Update
Posted at 16:11h
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June 9, 2017 is the latest significant date to the running timeline for the Department of Labor’s fiduciary rule, following: | April 6, 2016 -- The DOL announces that, effective April 10, 2017, financial advisors who provide retirement investment advice will be required to put investors'...
02 Jun Annuities … The Good, the Bad and the Ugly
Posted at 12:09h
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Not all annuities are created equal. Joe Delaney on avoiding the ones that don't fit your needs. Read more...
12 May Aging is No Guarantee of Financial Wisdom
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Does age bring wisdom when it comes to investing? Read more...