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...
In a recent piece, Who Is “the Media? we offered our broad take on “the media” and how to identify islands of investment insights across the oceans of daily news. Next, we’ll zoom in on America’s first personal financial columnist Sylvia Porter (1913–1991), and the...
In planning for retirement, one topic is often top of mind: What if Social Security goes bust? As we covered in a related post, When Should You Take Your Social Security, most of us have been paying into the program our entire working life. We’re counting...
In past conversations with you, we’ve been known to take aim at the media. That’s because bad things tend to happen to your personal wealth if you read, watch, or listen to too much news—or if you read too much into the news you’re reading....
