Quarterly Newsletters

Stay informed with Saxon Financial Group’s comprehensive quarterly updates, where we share important company developments, market insights, and personal milestones that matter to our client community.

Each quarter, we provide you with essential information including new service offerings like our Nex-Gen Initiative for financial education, market performance analysis covering equity and bond markets, economic policy updates affecting your investments, and personal updates from our team members who are dedicated to your financial success.

Our quarterly newsletters keep you connected to both the strategic market developments that impact your wealth management goals and the personal touch that defines our client-first approach to financial planning.

Featured Content

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retro-style sci-fi poster titled "Data Thieves from Outer Space" taped to a wall with red tape, featuring a lone figure silhouetted against a cosmic green backdrop, evoking a narrative of intergalactic cyber threats.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Two stacked informational cards on a gray background, one labeled "How Retirement Spending" in blue and the other "Changes With Time" in beige, illustrating the evolving nature of financial needs during retirement.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.