What is values-based investing? Values-based investing originated in the 17th and 18th centuries when institutions like the Quakers, Methodists, and other religious groups avoided investing in slavery and alcohol. This style of investing has since evolved, and today, it has become widely known as a type...
Parsippany, NJ Headquarters, August 7, 2024 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm[1] and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, announces its ranking at #37 on Financial Advisor’s List of Top 50 Fastest-Growing Firms...
Many people are familiar with the phrase, “Don’t put all your eggs in one basket.” This phrase originated in the famous novel Don Quixote by Miguel Cervantes in 1605. The term refers to the idea that you should not be overly dependent on any single...
Parsippany, NJ Headquarters, July 9, 2024 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm[1] and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, announces its ranking at #29 on Accounting Today's List of Top Firms by Assets...
In the world of real estate investment, savvy investors are constantly on the lookout for strategies to maximize returns while minimizing tax liabilities. One such strategy that has gained popularity and can be a powerful tool in the investor's arsenal is the 1031 exchange. This...
As we find ourselves in the midst of another pivotal election year, the financial landscape is inevitably influenced by the political currents shaping our world. To help you navigate the complexities of the markets during this time, SAX Wealth Advisors has teamed up with Dimensional...
In Part 1 of “What’s Wrong With Depending on Dividend Stocks?” we described why dividend investing—or, stocking up on stocks with a reputation for consistently paying out attractive dividends—may not be an ideal strategy for generating a dependable income stream out of your investment portfolio. Today,...
Nobody wants to make investment mistakes. And yet, we’re human; mistakes happen. Here’s how to minimize the ones that matter the most, and make the most of the ones that remain. Bad Decisions vs. Bad Outcomes First, let’s define what we’re talking about: Investment mistakes happen when you...
There’s a popular perception that “dividend stocks”—i.e., stocks with a reputation for paying out consistent dividends—can deliver decent returns, while also creating a dependable income stream for spending in retirement or elsewhere. But is stocking up on dividend stocks really such a good idea? Building a...
Sax Wealth Advisors Recognized as Top Financial Firm in U.S. for Sixth Consecutive Year Parsippany, NJ, September 18, 2023 – Sax Wealth Advisors, LLC, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, SAX, has been named to...
