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 3Q25
October 31, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Responsible Investing
Municipal Impact Bond Strategy Profile 3Q25
Sage offers a suite of sustainable investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Retirement
Sage Cash Balance Performance Commentary 3Q25
October 28, 2025 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Municipal Fixed Income
Core Municipal Strategy Profile 3Q25
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate to. . . .
Municipal Fixed Income
Intermediate Term Municipal Strategy Profile 3Q25
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate investment. . . .
Municipal Fixed Income
Moderate Term Municipal Strategy Profile 3Q25
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over a short to. . . .