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. . . .
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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 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. . . .
The Winners and Losers of the Great Reflation Trade
September 14, 2021 — Not all commodities have benefitted equally in the reflation/economic reopening trade. Some have long-term structural supply/demand imbalances, while others have seen. . . .
Cash Balance Strategy Monitor August 2021
September 14, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Fixed Income Returns & Rising Rate Environments
September 10, 2021 — Given the large moves in interest rates over the past 12 months, investors are focused on the near-term direction of rates.. . . .
Fixed Income Performance Through Rising Rate Environments
This presentation illustrates how Sage fixed income strategies and benchmark indexes have fared during periods of rising 10-year Treasury yields. While investors may have experienced. . . .