If you listen to business news channels at all, you will notice commentators are always looking for a reason why the market is up or down. The truth is, there are so many things that affect the market, we can’t possibly narrow it down to one specific thing at one specific time. This chart shows […]
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 […]
At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed Chair Jerome Powell had already said we should expect as much, with the potential for additional […]
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 […]
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest. Let’s fill in some of […]
Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books. 1. Keep Your Eye on the […]
It’s hard to believe 2021 is now winding down. There has been a lot of discussion and movement on potential changes in 2022 that would impact your portfolio and tax position. Tax planning at every year-end is important, but proper strategic action at the close of this year could be your last chance to make […]
In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves. But we can weave each event into the tax-planning fabric of your financial life. Following […]
