What Is Asset Allocation?

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 > READ MORE

Reinforcing Longer-Term Investment Principles 

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 > READ MORE

Holiday Office Schedule

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 > READ MORE