Cash Balance Case Study — A Small Business
The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. This action allows the partners significantly higher contribution limits. . . .
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5 Reasons to Add Cash Balance Plans to Your Toolkit
Cash Balance Plans are a type of tax-qualified retirement plan that allow business owners to make large tax-deductible contributions into a tax-qualified trust. With the. . . .
Credit Spread Dispersion Between Cyclical and Non-Cyclical Industries Reveals Opportunities
September 4, 2020 — While corporate credit spreads flatlined in August, Sage sees opportunities among select consumer cyclical sectors that have yet to fully recover.
The “E” in ESG Investing
Sage ESG research analysts Andy Poreda and Sara Rodriguez discuss environmental risk factors that are financially material for companies and illustrate through Sage’s case study. . . .
Women & Wealth – A Powerful Force We Can’t Afford to Lose
August 25, 2020 — In the past 60 years, women have amassed great financial power and now control 32% of the world’s wealth. The pandemic. . . .
Women, the Pandemic, & ESG Investing
The pandemic has magnified longstanding women’s issues. How can environmental, social, and governance (ESG) investing advance gender equality? The women of Sage weigh in.
3 Opportunities in the Corporate Bond Market
August 24, 2020 – As the dust begins to settle following the extreme volatility seen in the second quarter of 2020, the corporate bond market. . . .
Tactical Investment Strategy August 2020
Despite the ongoing congressional impasse over a Phase 4 fiscal package, risk assets continue to move higher on positive data and supportive policy. Our thesis. . . .