22 Jul Large and In Charge? Giant Firms atop Market Is Nothing New.
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Large and In Charge_ Giant Firms atop Market Is Nothing New_...
22 Jul Q2 2020 in Perspective: Market Commentary
Posted at 13:39h
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Global stock markets rebounded during the second quarter and pared losses from the previous quarter. This positive performance follows the global effort to reopen economies under continued social distancing guidelines during the quarter. While we cannot say with certainty what caused markets to move, expansionary...
24 Jun How To Be Positively Skeptical – Part 1: The Benefits of Having a Doubt
Posted at 13:23h
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“I’m not an optimist. That makes me sound naïve. I’m a very serious ‘possibilist.’ That’s something I made up. It means someone who neither hopes without reason, nor fears without reason, someone who constantly resists the overdramatic worldview.” — Hans Rosling, Factfulness Whether you’re considering an investment...
24 Jun Getting Real with Your Retirement Planning: Understanding Sequence Risk
Posted at 13:21h
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Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk. Sequence risk is the risk that you’ll encounter negative investment returns in early...
24 Jun COVID-19 Health & Wealth Scare: A Moment to Take Stock Instead of Shedding Stock and Financial Plans
Posted at 09:15h
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The COVID-19 pandemic is, by all accounts, a global crisis whose effects so far have been sudden and severely disruptive, while the longer-term impacts are slowly emerging. Whether or not the oft cited Chinese proverb equating crisis with opportunity applies to COVID-19 as a moment...
19 Jun SAX WEALTH ADVISORS NAMED TO ACCOUNTING TODAY’S 2020 “WEALTH MAGNET” RANKINGS OF THE TOP 150 FIRMS BY AUM
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FRIDAY, JUNE 19, 2020; CLIFTON, NJ: – SAX Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, SAX, is proud to announce their inclusion on Accounting Today’s 14th annual “Wealth Magnets” list, comprised of the...
30 Apr WATCH THE WEBINAR: STAYING THE COURSE THROUGH COVID-19
Posted at 14:10h
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The recent emergence of the coronavirus and its spread around the world has caused an unprecedented health crisis that is affecting the economic outlook and has engendered significant stock market volatility. After years of market growth and relatively low volatility, investors are confronted with a...
24 Apr Join our Webinar Discussion: Staying the Course Through COVID-19
Posted at 09:28h
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The recent emergence of the coronavirus and its spread around the world has caused an unprecedented health crisis that is affecting the economic outlook and has engendered significant stock market volatility. After years of market growth and relatively low volatility, investors are confronted with a...
07 Apr A CARES Act Overview
With much of the country in self-isolation, perhaps you have time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing...
17 Mar Taking a New View on the Coronavirus
Posted at 11:18h
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You know times are strange when you’re hearing from everyone – from the government to your local grocer – on what to do about the coronavirus. Unless we can source some toilet paper for you (here’s some fascinating commentary on what’s up with that!), what...