Feeling Insecure About the SECURE Act?
August 1, 2019 – After the SECURE Act passed quickly through the House of Representatives on May 23 with near-unanimous support, it has unfortunately stalled. . . .
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The Increasing Use of ETFs by Insurance Companies
July 22, 2019 — Last September, we posted a note highlighting the overwhelmingly positive motivation for considering the use of exchange traded funds (ETFs) by. . . .
July Fixed Income Outlook in 5 Charts
July 16, 2019 – Sage provides an outlook for fixed income in 5 charts.
July Equities Outlook in 5 Charts
July 16, 2019 – Sage provides an outlook for equities in 5 charts.
Slowing Growth & Central Bank Support: Sage’s Market Outlook
Vice President of Research and Portfolio Strategy Komson Silapachai discusses Sage’s outlook for fixed income and equities given a backdrop of slowing global growth and. . . .
4 Reasons “Going to Cash” is Not the Best Strategy During Market Volatility
June 26, 2019 – At Sage, we are tactical managers who make adjustments to our portfolios as the market environment changes. What does this mean?
Hold the Door – Policy Optimism Could Provide a Good Exit Point
June 24, 2019 – The Fed and the other major central banks have turned decidedly dovish in the face of trade concerns and a more. . . .
Practical Tips for Achieving Success with Insurance Clients
Sage Advisory’s Michael Walton and Greg Cobb discuss some practical tips for helping investment consultants be successful with insurance clients. They talk about how to. . . .