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.

Tactical ETF
Sage Income ETF Performance Commentary 2Q21
July 13, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the second quarter.
Tactical ETF
Tactical ETF Performance Commentary 2Q21
July 13, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the second quarter.
Cash Balance
Cash Balance Plan Strategies
Sage Cash Balance Strategies are specifically designed and managed to meet common Cash Balance Plan objectives including principal protection, common interest crediting rate targets and an. . . .
Tactical ETF
Tactical ETF 2Q21 Market Review & Outlook
July 8, 2021 — The post-pandemic recovery will continue to be the driving force for sentiment and returns in the back half of 2021. We. . . .
Cash Balance
Sage KIS Cash Balance Ultra Conservative Strategy Sheet 2Q21
The Sage KIS Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and. . . .
Cash Balance
Sage KIS Cash Balance Conservative Strategy Sheet 2Q21
The Sage KIS Cash Balance Conservative Strategy will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside. . . .
Cash Balance
Sage KIS Cash Balance Moderate Strategy Sheet 2Q21
The Sage KIS Cash Balance Moderate Strategy will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside. . . .
 
Sage LDI Overview and Sample Analysis 2Q 2021
 
Sage LDI Brochure