Company News

Commencement Address: Learning to Be Financially Smart

A Commencement Address Many Wish They Heard 20 Years Ago   Dear Graduates, Congratulations! You are about to embark on the next phase of your life. Now that you have graduated from your respective school, whether it be high school, college, or graduate school you will be faced with making very important decisions about your...
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Special Needs Children Financial Planning | Sapphire Wealth Advisory Group

Special Needs Financial Planning

“Planning for a child with special needs is not as easy as 1-2-3” When a couple starts a family, many imagine raising a healthy child in an environment that affords them the opportunity to succeed. Parents may already envision sending their child(ren) to camp or signing them up for after-school programs. It’s perfectly expected. Today,...
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Finding Your Investment Strategy | Sapphire Wealth Advisory Group

Finding Your Lane In An Investment Strategy

“Shifting Between Lanes When Investing” The last time you went driving, and were caught in traffic on the highway, did you find yourself shifting from the right lane to the left lane when you saw that it was moving faster. Then as you settled in that lane, the right lane was moving faster than the...
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Cybersecurity | Sapphire Wealth Advisory Group

What I Learned About Cybersecurity

Recently, I attended a networking event at JPMorgan that was sponsored by the Jewish Community Foundation of Greater Metrowest NJ, and learned about the importance of Cybersecurity. It was great listening to Director Jared Maples, New Jersey Office of Homeland Security and Preparedness, Ileana van der Linde, Executive Director, Cybersecurity Awareness Global Program Lead for...
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Life Insurance | Sapphire Wealth Advisory Group

Why You Need Life Insurance

“Help! I was just diagnosed with an illness, and I need to buy life insurance” When one buys homeowners insurance, do they buy it before or after the house catches on fire? Whether or not you may or may not own a home, I anticipate you all know the answer. The same rationale and logic...
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Estate Planning | Sapphire Wealth Advisory Group

Estate Planning: Leave Your Legacy

“The difference between having an estate plan and not is the same between leaving a legacy or a mess” When we get older there are so many concerns we begin to develop about the future, and objectives that we still hope to accomplish. Whether it be professionally, academically, or financially. We go to school to...
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Financial Planning | Sapphire Wealth Advisory Group

Train Them Young – Lessons in Financial Planning

“I wish I had someone teach me about money when I was in high school” I am sure that many professionals who work closely with clients in helping them with their financial, tax, or estate planning have heard them say, “I wish I learned this years ago”. Obviously, there is nothing we can do to...
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Stock Market Volatility | Sapphire Wealth Advisory Group

Market Volatility

“The market has been really volatile this whole week. I want to sell everything” I am sure at one point or another some may have expressed their emotion of regret when it comes to investing. Some of you may have said to a friend or thought to yourself, “if only I sold my investments, then...
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Life Insurance Application | Sapphire Wealth Advisory Group

Shopping for Life Insurance

Life Insurance is Never Bought, it’s Sold When was the last time someone you knew willingly went online to shop for life insurance? Quite often we use the internet to shop and compare prices on necessary items like groceries or luxury items such as a nice pair of expensive shoes. Very often people don’t think...
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