Our Blogs

Oil Prices Are Rising Again: What It Means for Your Retirement Plan

Geopolitical tensions in the Middle East have pushed oil prices higher, impacting energy professionals whose income and investments often move with the market. While rising prices can lift compensation and company stock, they also increase concentration risk when too much wealth depends on one industry. Periods of strength in oil markets can be a time to review diversification and manage exposure, since oil cycles are ongoing and can affect long-term financial stability.
College vs retirement savings

College vs Retirement Savings: Which Should You Prioritize?

Market Note: The U.S.-Iran Conflict

This market update examines the recent escalation in the Middle East following a joint U.S.–Israeli strike on Iran and the resulting market reaction. It reviews historical parallels, explores potential economic implications of a disruption in the Strait of Hormuz, and provides perspective on how investors can contextualize geopolitical risk within a long-term investment framework.
Jaclyn Gilbert

Jaclyn Gilbert Named President of Saxon Financial Group

How 529 Plans affect FAFSA

How 529 Plans Affect FAFSA: 2026 Guide | Saxon Financial

Keeping Track of Your Retirement Accounts as Your Career Evolves

Career moves often lead to multiple retirement accounts scattered across different employers, making it easy to lose track over time. Consolidating early helps you stay organized, avoid administrative hurdles, and maintain a clear view of your retirement savings. Taking a proactive approach now ensures smoother management, fewer fees, and better coordination for you and your family when it’s time to retire.