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12 Dec Nurturing Your Nest Egg

27 Oct Sax Wealth Advisors Approved to Join the National Association of Personal Financial Advisors (NAPFA)

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

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

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

Larry Swedroe looks at new data on active funds' persistent underperformance. Read more...

05 Jun DOL Fiduciary Rule Update

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

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

Does age bring wisdom when it comes to investing? Read more...

07 May Hedge Funds Trail Equities

Hedge funds entered 2017 coming off their eighth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2016—one that included the...