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 […]
In this month’s update, Chief Investment Officer Les Vasvari shares his perspective on the shifting market landscape and what the recent broadening of market leadership may mean for investors. To help you navigate these shifts from a total-wealth perspective, we have also included insightful commentary from our in-house tax expert, Gregg Munn, on tax liability […]
SAX Wealth Advisors welcomes Tamara Paulun, Director of Advanced Planning and Trusts, and shares why estate planning remains essential—even with higher federal exemptions. Recently, there has been a big fuss over the increased lifetime exemption moving up to $15 million (which can be combined to allow $30 million of exemption for married couples) under the One Big Beautiful Bill […]
2026 opened with a robust, broad-based rally that defied a backdrop of persistent macro uncertainty. Building on the momentum of late last year, January’s performance featured a welcome expansion in market breadth; value-oriented and economically sensitive areas stepped into the lead, not just in the U.S. but to the Emerging Markets and International Developed regions as well. While political headlines, ranging from the military […]
We’re excited to welcome Anthony Gomez, AIF® and Jesse Monzon as Retirement Plan Advisors in our Parsippany, NJ office. Anthony brings over a decade of industry experience specializing in employer-sponsored retirement plans. With prior leadership roles at Principal Financial Group and ADP Retirement Services, he partners with plan sponsors to create retirement solutions that drive […]
Dear Clients and Friends, I am writing to you today with great enthusiasm to wish you a happy New Year and to introduce myself as SAX Wealth Advisors’ first Chief Investment Officer (CIO). It is a privilege to take on this responsibility, and I am deeply committed to the trust you have placed in our […]
SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, is proud to announce that it has been once again recognized as one of Newsweek’s America’s Top Financial Advisory Firms 2026. SAX Wealth Advisors earned this honor by demonstrating strong performance […]
