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
1Q25 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
1Q25 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
Asset Liability Monitor 1Q25
April 23, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Retirement
Sage Cash Balance CITs Performance Commentary 1Q25
April 23, 2025 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.
Retirement
Sage Cash Balance Performance Commentary 1Q25
April 23, 2025 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Retirement
Sage Cash Balance CITs Performance Commentary 1Q25
April 23, 2025 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.
Fixed Income
Sage Advice 1Q25 Market Review + Outlook
April 22, 2025 — Signs of consumer fatigue, sticky inflation, and aggressive government job cuts were already beginning to erode sentiment and prompt lower consensus. . . .
Asset Allocation
Sage Income ETF Performance Commentary 1Q25
April 17, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter.
Asset Allocation
Sustainable Asset Allocation ETF Performance Commentary 1Q25
April 17, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Sustainable Asset Allocation ETF Strategies in the. . . .