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.
Retirement
Asset Liability Monitor 1Q24
April 30, 2024 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Retirement
Sage Cash Balance Performance Commentary 1Q24
April 25, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Cash Balance
1Q24 Cash Balance Moderate Strategy
The Sage Cash Balance Moderate Strategy will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk.. . . .
Cash Balance
1Q24 Cash Balance Conservative Strategy
The Sage Cash Balance Conservative Strategy will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk.. . . .