Even though we know it was just dumb luck, can we get a round of applause for seeming to forecast last month’s surprisingly strong market returns? It’s almost (but not really) as if the market were reading our mind when three broad U.S. stock indexes ended July 2022 with their best returns since 2020—up 9.1%, […]
Parsippany, NJ, September 22, 2022 — Sax Wealth Advisors, LLC, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, SAX, has announced the addition of Michael Falco, CFA® as Director of Operations and Chief Compliance Officer effective September 1, 2022. Michael Falco brings over 15 years of […]
You probably know that for-profit companies and high net worth individuals often work with wealth advisors to not only maintain their assets, but grow them. What you might not know is that nonprofit organizations also frequently work with wealth advisors for the exact same reasons. Take a look at the following five scenarios where a […]
There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil. To put market and recessionary concerns in perspective, it might help […]
JULY 6, 2022; Parsippany, NJ: – Sax Wealth Advisors, LLC, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, SAX, has been named to Accounting Today’s 16th annual “Wealth Magnets” list recognizing the Top 150 CPA firms in financial planning nationwide. It is the fifth consecutive year […]
Some people are in for a bit of sticker shock when they enroll in Medicare benefits. Specifically, those in a higher income bracket who are responsible for IRMAAs (Income Related Monthly Adjustment Amounts) for Part B and Part D of Medicare. For the top earners, the Part B Premium and IRMAAs can cost over $600/month […]
Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness. If you already have a well-structured, globally diversified portfolio tailored for your goals and risk tolerances, our answer remains the same as ever: Your […]
In this new series, we sit down with a member of the Sax Wealth Advisors and dive into important topics within the wealth management space in an interview-style format between our host and our special guest. We invite you to join our first episode focused on: The Value of an Estate Plan Join our special […]
The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks that make up the S&P 500 Index shows. Staying invested and focused on the long term helps to ensure that you’re in position to capture what the market has to […]
