Sax Wealth Advisors invite you to listen to the Friends Talk Money podcast. Season one features hosts, Terry Savage, Rich Eisenberg from PBS, and Pam Krueger from MoneyTrack on PBS. Friends Talk Money is a conversational 20-minute weekly podcast aimed at people who are about to retire or already in retirement. On each episode listeners […]
Beginning in December 2016, the U.S. Federal Reserve (the Fed) had been gradually ratcheting up the federal funds rate, until it reached its December 2018 level of 2.25–2.50%. Effective August 1, 2019, that changed: The Fed lowered the federal funds rate by a quarter point, to 2.20–2.25%. Even though the announcement was not a huge […]
The New York Times Article, “Investors Are Usually Wrong. I’m One of Them” does a great job supporting Sax Wealth Advisors’ philosophy about not trying to outsmart the markets. Give it a read here: https://www.saxwa.com/app/uploads/Investors-Are-Usually-Wrong.pdf
MONDAY, JULY 15, 2019 — CLIFTON, NJ: Sax Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of accounting, tax and advisory firm, SAX, is pleased to announce its inclusion on the 2019 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). This list recognizes the top 300 independent RIA firms […]
Due to the upcoming Fourth of July holiday, Sax Wealth Advisors will be closed on Thursday, July 4 and Friday, July 5. We will resume normal business hours on Monday, July 8. We would like to take this opportunity to wish you and your families a great summer. We are sincerely grateful for your ongoing […]
THURSDAY, JUNE 13, 2019; CLIFTON, NJ: – SAX Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of accounting, tax and advisory firm, SAX, is proud to announce their inclusion on Accounting Today’s 13th annual “Wealth Magnets” list, comprised of the Top 150 CPA Firms by Assets Under Management (AUM). SAX Wealth Advisors […]
Written by: Kyle R. Stawicki, ChFC® A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it […]
Clifton, NJ, April 1, 2019 –––– Sax Wealth Advisors LLC, an independent registered investment advisory firm with offices in Clifton, NJ, Pennington, NJ and New York City, has announced the addition of Stuart B. Herrmann, CFP®, CPA as Wealth Advisor effective April 1, 2019. Previously, Stuart served as an Investment Advisor Representative and Chief Compliance Officer […]
Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them? Asset Allocation: A Classy Subject Big picture, an asset is anything beneficial you have or have coming to you. For […]
