I hope everyone enjoyed a wonderful Fourth of July holiday with family and friends. Celebrating Independence Day always serves as a great reminder of American resilience. Back in 1776, the United States was the ultimate underdog, facing off against the world’s most dominant empire with little more than a raw conviction in its own long-term […]
You’ve ordered the extra-long twin sheets. You’ve stocked up on shower sandals, laundry detergent, and enough Ramen noodles to last a semester. You’ve double-checked the move-in date and mapped the drive to campus. But there’s one critical item missing from most college packing lists – and it has nothing to do with dorm room décor. […]
Wealth arm of SAX, a top 60 accounting firm, rises seven spots on Accounting Today’s 2026 Wealth Magnets list. Parsippany, NJ Headquarters, June 23, 2026 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 60 accounting, tax, and advisory firm, announces its ranking at #14 […]
The weather is heating up outside, and financial markets are matching the temperature following a remarkable nine-week winning streak that has propelled the S&P 500 to new all-time highs. This fundamental earnings momentum leads us into a summer of highly anticipated, high-heat milestones, including the SpaceX IPO on June 12, which naturally raises the question […]
Parsippany, NJ – May 11, 2026 — SAX Wealth Advisors, a leading independent wealth management firm, today announced the successful completion of four strategic acquisitions, further strengthening its national presence and expanding its advisory talent. These transactions collectively bring approximately $325 million in assets under management (AUM) and add four experienced advisors to the firm. […]
Markets, it turns out, are not good readers of headlines. Following a volatile March, April gave investors every reason to stay concerned: the Strait of Hormuz remained disrupted, oil prices hit crisis levels, and diplomatic efforts to de-escalate the U.S.-Iran conflict repeatedly stalled. Yet global equities staged one of the strongest monthly rallies in memory, […]
The first quarter of 2026 was a tale of two trends. The year began with a continuation of the “regime shift” from late 2025, marked by strength in International and Emerging Markets. However, momentum stalled in March as geopolitical tensions and an energy spike altered the landscape, testing resolve with headlines ranging from tech disruption […]
Bunching – the tax strategy of grouping more than one year’s worth of charitable donations into a single tax year – gained widespread popularity after the Tax Cuts and Jobs Act of 2017 (TCJA). The TCJA nearly doubled the standard deduction from $6,350 to $12,000 for individual filers and from $12,700 to $24,000 for married […]
A new case out of the United States District Court of Colorado is drawing significant attention across the non-profit and financial planning communities. Peterson v. Christian Community Foundation, Inc., filed January 15, 2026, goes to the heart of a question many donors may never have considered: What rights do you have over funds contributed to a donor […]
