Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? Of course, there are always big events going on; that’s the world for you. But today’s brew of geopolitical threats, inflation trends, rising interest rates, recessionary fears, and lingering...
If you listen to business news channels at all, you will notice commentators are always looking for a reason why the market is up or down. The truth is, there are so many things that affect the market, we can’t possibly narrow it down to...
At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed Chair Jerome Powell had already said...
In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one thing to have the tools. It’s...
FINAL__2.18__SaxWA__Financial Planning for Young Professionals...
In case you missed it, you’re invited to watch the webinar hosted by SAX Wealth Advisors on “An Asset Allocation Strategy for Long-Term Care Planning” with featured guest speaker, Brian M. Johnson, Director at Advisors Insurance Brokers (AIB) – one of the largest Brokerage Agencies...
One of the most important retirement planning decisions relates to Medicare and many questions arise, such as: when do I need to sign up and what will it cost me?; what are the different “Parts”?; and, what plan is right for me? Depending on where you...
