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Sage Advice Municipal Quarterly Market Review 2Q2019
The effects of the second-longest economic recovery have been uneven, as differences in economic conditions, tax policy, and industry focus vary significantly state by state.. . . .
Sage Advice Taxable Quarterly Market Review 2Q2019
Fixed income investors have enjoyed two strong quarters in row, with both rates and spreads moving in a positive direction and generating the best first-half. . . .
MAI ETF Portfolio Shift Commentary 6/27/2019
Given equity weakness and the strong returns in core fixed income, as interest rates have fallen substantially over the last several weeks, we have rotated. . . .
Tactical ETF Portfolio Shift Commentary 6/27/2019
Within equities, we trimmed value equities in exchange for high-quality equities, moved to a neutral weight on emerging market equities from an underweight, and trimmed. . . .
Sage ESG Intermediate Credit Index — May 2019
This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).
Tactical Investment Strategy June 2019
Once again, markets are entering the world of policy vs. fundamentals, where markets count on central banks to keep rates low and risk asset prices. . . .