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.
Asset Allocation Perspectives April 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Fixed Income Perspectives April 2019
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Tactical ETF Performance Commentary 1Q19
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter. Within our equity allocation, we. . . .
Sage Advice Tactical ETF Quarterly Market Review 1Q2019
Our overall positioning theme going into the second quarter is to stay fully invested from an asset allocation standpoint but to continue lowering risk within. . . .
Sage Advice Taxable Quarterly Market Review 1Q2019
In terms of the second quarter, we have a more cautious view and have started to tilt modestly more defensive within our strategies given poor. . . .
Sage Advice Municipal Quarterly Market Review 1Q2019
Our portfolio sector allocations will remain focused on stable-to-improving sectors, including both general obligation and essential service revenue bonds rated A2 and higher. Notwithstanding the. . . .
Sage ESG Intermediate Credit Index — March 2019
This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).
Cash Balance Plan Strategies 1Q19
Customized Laddered Municipal Strategy Overview