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 […]
“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 […]
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 […]
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. […]
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, […]
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 […]
Participant – Power of 1 Percent Auto Escalation (005)
Nearly 70 million Americans receive Social Security benefits, and for many, it is a significant portion of their retirement income. This vital program is dynamic, and in early October 2020 the Social Security Administration (SSA) announced important changes effective January 1, 2021. Here is a look at what is new and different for our nation’s […]
President-elect Joe Biden has proposed a series of sweeping changes to the tax code, including increasing taxes on households with more than $400,000 in income, as well as raising corporate and estate taxes. Here’s a look at some of the major tax changes Biden has supported from an individual, corporate and estate perspective: Individual taxes: […]
