All Returns are NOT Created Equal (Especially in Retirement)
Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
News & Resources
Keep Recent Market Volatility in Perspective
Written by: Joseph Piela, CFP®, Portfolio Advisor with Sax Wealth Advisors
Sax Wealth Advisors Acquires The GM Financial Group and Brings Assets Under Management to Over $1 Billion
Clifton, NJ, December 15, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey, central New Jersey and New York City, has announced the acquisition of The GM Financial Group, LLC based in Pennington, NJ. The addition of The GM Financial Group’s approximately $140 million of assets […]
Nurturing Your Nest Egg
Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
Sax Wealth Advisors Approved to Join the National Association of Personal Financial Advisors (NAPFA)
Clifton, NJ, October 27, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey and New York City, has been approved to join the National Association of Personal Financial Advisors (NAPFA). This is one of the country’s leading professional associations of Fee-Only advisors that provide support and […]
Withdraw Wisely From Your Retirement Nest Egg
Written by: Marie DeCaprio, Partner with Sax Wealth Advisors Studies have shown that a great majority of people nearing retirement overestimate how much they can withdraw, or simply do not know how much they should withdraw from their nest egg once retired. This is a serious concern, but isn’t surprising. For the majority of our […]
Issuing Securities and Its Impact on Returns
Research has found large and frequent issues of debt and equity affect firms’ returns. Read more
More Evidence on the Persistent Underperformance of Active Funds
Larry Swedroe looks at new data on active funds’ persistent underperformance. Read more
DOL Fiduciary Rule Update
June 9, 2017 is the latest significant date to the running timeline for the Department of Labor’s fiduciary rule, following: | April 6, 2016 — The DOL announces that, effective April 10, 2017, financial advisors who provide retirement investment advice will be required to put investors’ interests ahead of their own. | February 3, 2017 […]