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News & Resources September 1, 2020

Sax Wealth Advisors Relocates Headquarters to New State-of-the-Art Campus in Parsippany

Parsippany, NJ, August 20, 2020 – Sax Wealth Advisors LLC is proud to announce the relocation of the firm’s flagship office from Clifton, NJ to a 39,810-square-foot office within the new campus, LATITUDE in Parsippany, NJ.  The new office will be located at 389 Interpace Parkway, and the move will take place by the end of […]

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News & Resources July 22, 2020

Large and In Charge? Giant Firms atop Market Is Nothing New.

Large and In Charge_ Giant Firms atop Market Is Nothing New_

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News & Resources July 22, 2020

Q2 2020 in Perspective: Market Commentary

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 monetary policy, increased consumer retail spending, and modest jobs growth […]

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News & Resources June 24, 2020

How To Be Positively Skeptical – Part 1: The Benefits of Having a Doubt

“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 opportunity or simply browsing various media for […]

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News & Resources June 24, 2020

Getting Real with Your Retirement Planning: Understanding Sequence Risk

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 retirement. This is an important consideration, because the random […]

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News & Resources June 24, 2020

COVID-19 Health & Wealth Scare: A Moment to Take Stock Instead of Shedding Stock and Financial Plans

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 of opportunity remains an open question. On a personal level, […]

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News & Resources June 19, 2020

SAX WEALTH ADVISORS NAMED TO ACCOUNTING TODAY’S 2020 “WEALTH MAGNET” RANKINGS OF THE TOP 150 FIRMS BY AUM

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 Top 150 CPA Firms by Assets Under Management (AUM).  SAX […]

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News & Resources April 30, 2020

WATCH THE WEBINAR: STAYING THE COURSE THROUGH COVID-19

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 rapidly evolving situation that feels unsettling. Sax Wealth Advisors and […]

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News & Resources April 24, 2020

Join our Webinar Discussion: Staying the Course Through COVID-19

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 rapidly evolving situation that feels unsettling. Please join Sax Wealth […]

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