Landmark Retirement Reform Legislation May Finally Become a Reality
May 24, 2019 — On Thursday morning, the House of Representatives took a big step toward sweeping retirement reform. A bipartisan legislation package was near-unanimously. . . .
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The U.S. Economy – Signs of A Sneaky Slowdown
May 21, 2019 — We are in the longest U.S. economic expansion in modern history. Barring a black swan of epic proportions this month, the. . . .
An Interview with SASB’s Consumer Goods Analyst
Sage Advisory’s Vice President of Research and Portfolio Strategy Komson Silapachai talks with Taylor Reed, Consumer Goods Analyst at the Sustainability Accounting Standards Board (SASB),. . . .
China’s Conundrum: Why a Trade Deal Remains Out of Reach
May 10, 2019 — We think the bar is high for the U.S. and China to strike a deal on structural issues, such as changing. . . .
Five Questions to Ask your Municipal Bond Manager
May 6, 2019 — All things being equal, history has shown that bonds outperform cash over most time periods. Although municipal valuations are not super. . . .
Auto Loan Losses: Navigating Through the Noise
May 1, 2019 — Over the last few quarters, there have been numerous news headlines noting the rise in auto loan delinquencies. The headlines tell. . . .
Is Now the Time to Extend Duration?
April 30, 2019 — Cash and ultra-short fixed income investors continue to enjoy the fruits of nine Fed rate hikes. Yields on cash hover around. . . .
Credit Quality at Regional Banks May Signal Economic Slowdown
Will years of aggressive lending finally catch up with the U.S. economy at precisely the wrong time? Sage’s Ryan O’Malley discusses credit quality trends at. . . .