Perspectives
Stay up to date on emerging industry issues and trends with Sage perspectives. From fixed income to sustainable investing, our experts cover a range of subject matter that is relevant to today’s advisors and consultants.
Tactical ETF
The Cost of Going to Cash
October 20, 2020 — During the last four market corrections, on average roughly two-thirds of an investor’s downside was recovered in just two weeks. Pulling. . . .
ESG Solutions
Sustainable Sage: The Bourg Family
How are Sage employees and their families practicing sustainability in their daily lives? Tom Bourg, Mid-Atlantic Regional Director, and his wife work diligently to upcycle. . . .
Fixed Income
The 2020 Presidential Election and Markets – 5 Things Investors Need to Know
October 2, 2020 – As a tactical manager, Sage is constantly reviewing key factors that affect markets and making portfolio adjustments to provide a smoother. . . .
ESG Solutions
ESG Highlights & Holdings — Cisco Systems
September 14, 2020 — Cisco Systems, Inc. was founded in 1984 in the pursuit of connecting people, after two Stanford faculty members developed a way. . . .
ESG Solutions
Sustainable Sage: The Silapachai Family
How are Sage employees and their families practicing sustainability in their daily lives? Komson Silapachai, Vice President of Research and Portfolio Strategy, and his wife. . . .
Retirement
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. . . .
Retirement
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. . . .
Fixed Income
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.
ESG Solutions
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. . . .