Trust Accounts Benefit from Tax-Exempt Income
April 23, 2019 — Unlike the graduated federal income tax brackets that max out at 37% with taxable income at $500k or more, trust accounts. . . .
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Credit Quality at Regional Banks May Signal Economic Slowdown
April 22, 2019 — Will years of aggressive lending finally catch up with the U.S. economy at precisely the wrong time?
An Interview with SASB’s Services Analyst
Sage Advisory’s ESG Analyst Emma Smith talks with Sonya Hetrick, Services Analyst at the Sustainability Accounting Standards Board (SASB), about financially material sustainability issues affecting. . . .
Rising Taxes and Out-migration Trends: A Bad Budgetary Combo
April 1, 2019 — Numerous major metropolitan cities have experienced an economic boom over the past decade as the technology, energy, health care, and financial. . . .
An Interview with SASB’s Energy & Mining Analyst
Sage’s Nick Erickson talks with David Parham, Director of Research Projects at the Sustainability Accounting Standards Board, about financially material factors affecting the energy and. . . .
ESG Perspectives: The Sustainable 75
March 26, 2019 — Last month Barron’s published a cover story entitled “The Most Sustainable Companies,” which features an equity-focused survey of the 100 Most. . . .
Now is the Time to Reduce BBB Credit Risk to Protect Against Principle Loss
March 18, 2019 — Due to an extremely strong technical environment, municipal yields have experienced a significant decline from the highs of 2018.
Putting Trade into Context: Sage’s Outlook on Emerging Markets
March 15, 2019 — For over a year, U.S.-China trade tensions have seized investor sentiment and dominated headlines. While tariffs and a potential resolution to. . . .