Commentaries
Our commitment to delivering thoughtful research and insights has a pragmatic purpose. The more a client knows, the more he or she can stay on plan during volatile and uncertain market environments.
ESG Solutions
ESG ETF Performance Commentary 3Q21
October 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the third quarter.
Municipal Fixed Income
Municipal 3Q21 Market Review & Outlook
October 12, 2021 — With municipal valuations at or through fair value, Sage remains focused on maximum tax-free income, solid credit fundamentals, and favorable risk-adjusted. . . .
Tactical ETF
Tactical ETF 3Q21 Market Review & Outlook
October 11, 2021 — While demand is strong and the U.S. consumer is in a healthy position, continued supply-related price pressure on commodities and other. . . .
Fixed Income
Taxable Fixed Income 3Q21 Market Review & Outlook
October 11, 2021 — Core bond markets will likely remain under pressure into year-end, with yields grinding higher as markets prepare for tapering and eventual. . . .
Cash Balance
Cash Balance KIS Performance Commentary 3Q21
September 30, 2021 — What had been shaping up to be another solid quarter for risk assets and decent returns for fixed income, was mostly. . . .
Cash Balance
Cash Balance Performance Commentary 3Q21
September 30, 2021 — What had been shaping up to be another solid quarter for risk assets and decent returns for fixed income, was mostly. . . .
Cash Balance
Finding Success in Cash Balance Plans
How can advisors successfully leverage Cash Balance Plans? In this video, Sage’s National Sales Director Bob Moser and Expand Financial’s CEO Greg Bakke talk about. . . .
Cash Balance
Cash Balance from a Plan Design Perspective
What’s more important – excellence or relevance? In the noisy, crowded 401(k) world, Cash Balance Plans offer advisors a way to become more relevant. In. . . .
Tactical ETF
Tactical Investment Strategy, September 2021
September 20, 2021 — The third quarter has been a bumpy ride, with a surge in the Delta variant that has shifted the macro landscape. . . .