Apr 27 INVESTING EDITION
Our TAKE 5 with SAX podcast was created so you can press pause on your busy day and leverage the expertise of Sax’s resident experts on topics that matter to your life and your business.
Today we focus on investing in our current climate and hear from our special guest, Marie DeCaprio, Partner and a leader at Sax Wealth Advisors, Sax’s wealth management arm, as she dives into three important things you should consider doing NOW so there are no regrets later.
MEET OUR HOSTS
MEET OUR GUEST SPEAKER
Marie DeCaprio, CFA®, CFP®
Partner, Sax Wealth Advisors
