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News & Resources March 17, 2021

The American Rescue Plan Act of 2021: Understanding The 2021 Recovery Rebate Stimulus Payments

The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.” That’s the quick take. But what’s the fine print?   How Much Will You Receive? Each eligible […]

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News & Resources February 20, 2021

WATCH THE WEBINAR: FINANCIAL PLANNING FOR YOUNG PROFESSIONALS

In case you missed it, we invite you to watch a webinar presentation hosted by Sax Wealth Advisors geared towards providing young professionals with information that can help get their financial life on track and ensure their future success. We address the investment basics, savings strategies to help maximize investment efforts, an effective personal financial […]

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Uncategorized February 19, 2021

Financial Planning for Young Professionals

FINAL__2.18__SaxWA__Financial Planning for Young Professionals

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News & Resources February 10, 2021

JOIN THE WEBINAR: FINANCIAL PLANNING FOR YOUNG PROFESSIONALS

Have recent events in the stock market caught your attention as a new or potential investor?  Over the past two months we watched Bitcoin climb a stunning 100%, with GameStop then putting that to shame with a 1,000% move in a week.  Sax Wealth Advisors has since seen a surge of young professionals reach out […]

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News & Resources February 8, 2021

Investing Is Not a Game

“You can’t invest without trading, but you can trade without investing. … [T]hinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after the other.” — Jason Zweig   Are you out of breath trying to keep up with the breaking news about […]

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News & Resources December 16, 2020

Holiday Office Schedule

Due to the upcoming holidays, Sax Wealth Advisors’ offices will close on Thursday, December 24 (Christmas Eve) and Friday, December 25 (Christmas Day). Our offices will also close on Friday, January 1, 2021 (New Year’s Day). We would like to take this opportunity to wish you and your loved ones a very happy and healthy […]

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News & Resources December 11, 2020

GUEST SPOTLIGHT: FIVE THINGS TO KNOW WHEN BUYING A HOME.

Buying your first home is an exciting time, and something you worked hard to achieve.  However, it is important to be smart and not impulsive, and well-equipped to meet the responsibilities becoming a new homeowner requires. Our housing market is currently looking good for both buyers and sellers, and Sax Wealth Advisors’ client, Michael D. […]

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News & Resources December 11, 2020

Six Financial Best Practices for Year-End 2020

Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, […]

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News & Resources December 11, 2020

Presidential Election Reflection

With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure. Looking back, as results from the 2016 election cycle were coming in on the night of November 8, stock market futures seemed to point to a […]

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