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 Advice Tactical ETF Quarterly Market Review 2Q2020
While the equity rebound has been impressive, stocks still find themselves down for the year and facing a back half full of challenges. Near-term sentiment. . . .
Fixed Income
Sage Advice Taxable Quarterly Market Review 2Q2020
For the second half of 2020, we hold an optimistic outlook for fixed income returns. We believe policy support will keep yields in check, and. . . .
Tactical ETF
Asset Allocation Perspectives, June 2020
The following presentation outlines the current economic conditions, monetary policy response and valuations, as well as how Sage is positioned in the current environment.
Cash Balance
Cash Balance Strategy Monitor April 30, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
Cash Balance
Sage KIS Cash Balance Ultra Conservative Strategy Sheet 1Q20
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 1Q20
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 1Q20
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. . . .