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.
Cash Balance
Sage Cash Balance Moderate CIT Fact Sheet 2Q25
The Sage Cash Balance Moderate CIT will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk.
Cash Balance
2Q25 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.. . . .
Cash Balance
2Q25 Cash Balance Ultra Conservative Strategy
The Sage Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside. . . .
Cash Balance
2Q25 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.. . . .
Retirement
Sage Cash Balance Performance Commentary 2Q25
July 24, 2025 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Fixed Income
Core Agg Strategy Profile 2Q25
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over an intermediate to long. . . .
Municipal Fixed Income
Moderate Term Municipal Strategy Profile 2Q25
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. . . .
Fixed Income
Core G/C Strategy Profile 2Q25
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over an intermediate to long. . . .