In this month’s update, Chief Investment Officer Les Vasvari shares his perspective on the shifting market landscape and what the recent broadening of market leadership may mean for investors. To help you navigate these shifts from a total-wealth perspective, we have also included timely advice from our in-house tax expert, Gregg Munn, on how to minimize your 2026 liabilities […]
SAX Wealth Advisors welcomes Tamara Paulun, Director of Advanced Planning and Trusts, and shares why estate planning remains essential—even with higher federal exemptions. Recently, there has been a big fuss over the increased lifetime exemption moving up to $15 million (which can be combined to allow $30 million of exemption for married couples) under the One Big Beautiful Bill […]
2026 opened with a robust, broad-based rally that defied a backdrop of persistent macro uncertainty. Building on the momentum of late last year, January’s performance featured a welcome expansion in market breadth; value-oriented and economically sensitive areas stepped into the lead, not just in the U.S. but to the Emerging Markets and International Developed regions as well. While political headlines, ranging from the military […]
Anna and The Bag Lady Syndrome[1] Anna has an important meeting and is dressed to the nines – she decides to wear the red bottom heels and use the quilted “C” purse that lives in its dust bag carefully placed in the back of her custom walk-in closet. She uses her new iPhone to schedule […]
A client today said “I want to be able to stand in a field on my own …” Let’s get there! A Ramsey Research study of over 1,000 couples[1] found that finances were the #2 reason for divorce, and infidelity was #1. Despite this, we believe women continue to feel uneducated and helpless regarding the […]
Scenario: I am 52 years old, divorcing, and our retirement assets are in my spouse’s 401(K). Now what[1]? Lack of money is a fear many may have when divorcing over 50 years old, aka “Gray Divorce.” In Gray Divorces, the division of marital property is often front and center, as both spouses are reluctant and […]
