Should You Go To Cash?

Sage’s Regional Consultant Roman Samuels discusses an alternative to going to cash in the midst of a turbulent market.

January 17, 2019 4:10 pm

How a Tactical Manager Makes Investment Decisions

In this episode, Sage VP of Research Komson Silapachai discusses with Regional Consultant Roman Samuels the four key decisions that Sage, as a tactical investment. . . .

January 17, 2019 4:07 pm

The Three Factors Driving Excess Returns in REITs

Sage’s Vice President of Portfolio Management Andrew Demand discusses the three factors driving excess returns in REITs and where the opportunities lie.

January 17, 2019 4:01 pm

ETFs or Mutual Funds? It Depends . . .

Sage Regional Consultant Roman Samuels discusses with Sage Vice President of Research Komson Silapachai the differences between ETFs and mutual funds, and why Sage uses. . . .

January 17, 2019 3:58 pm

Will the Fed Raise Rates Three More Times?

Sage Vice President of Research Komson Silapachai discusses the factors affecting the Fed’s decision to raise interest rates and how many additional hikes are likely. . . .

January 17, 2019 3:40 pm

Constructing the Ultimate Financial Advisor

Sage Advisory Regional Consultant Roman Samuels walks through the six characteristics that comprise the Ultimate Financial Advisor.

January 17, 2019 3:35 pm

Strategic versus Tactical Asset Allocation

Sage Regional Consultant Roman Samuels sits down with Sage Vice President of Research Komson Silapachai to discuss the best approach to getting your client to. . . .

January 17, 2019 2:29 pm

5 Reasons to Favor Core Fixed Income in 2019

January 11, 2019 — Even after factoring in some spread widening during the year, Sage believes 3% to 4% return is easily achievable for core. . . .

January 11, 2019 5:18 pm