Constructing the Ultimate Financial Advisor
Sage Advisory Regional Consultant Roman Samuels walks through the six characteristics that comprise the Ultimate Financial Advisor.
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Strategic versus Tactical Asset Allocation
Sage Regional Consultant Roman Samuels sits down with Sage Vice President of Research Komson Silapachai to discuss the best approach to getting your client to. . . .
5 Reasons to Favor Core Fixed Income in 2019
January 11, 2019 — Even after factoring in some spread widening during the year, Sage believes 3% to 4% return is easily achievable for core. . . .
Municipal Bonds: The Turtle That Keeps on Winning!
January 8, 2019 — Both classic and modern literature have countless stories of seemingly outmatched opponents finding a way to persevere and even prevail, despite. . . .
Crossing the Rubicon – Yield Curve Inversion
December 7, 2018 — In 49 BCE a provincial governor named Julius Caesar and a single legion of troops crossed a small stream in northern. . . .
Cash Management Landscape: Rates and Reform Lead to a Sea Change
December 7, 2018 — Over the last two years, a dramatic shift has taken place in what is typically the least dramatic allocation within a. . . .
Is Corporate Leverage Offering a Warning Sign?
December 6, 2018 — As several market observers have written, corporate leverage continues to increase. Specifically, leverage, or the ratio of a company’s debt to. . . .
ESG Perspectives: Women & Investing
November 8, 2018 — In this month’s piece, we explore the challenges women investors face and how financial advisors can help clients align their investments. . . .