5 Reasons to Add Cash Balance Plans to Your Toolkit

Cash Balance Plans are a type of tax-qualified retirement plan that allow business owners to make large tax-deductible contributions into a tax-qualified trust. With the. . . .

Credit Spread Dispersion Between Cyclical and Non-Cyclical Industries Reveals Opportunities

While corporate credit spreads flatlined in August, Sage sees opportunities among select consumer cyclical sectors that have yet to fully recover.

The “E” in ESG Investing

Sage ESG research analysts Andy Poreda and Sara Rodriguez discuss environmental risk factors that are financially material for companies and illustrate through Sage’s case study. . . .

Sage Company Overview – September 2020

Sage was founded in 1996 by Robert G. Smith, III and Mark C. MacQueen. Prior to forming Sage, Bob and Mark both spent many years. . . .

Sage Tactical ETF Overview Presentation

Women & Wealth – A Powerful Force We Can’t Afford to Lose

In the past 60 years, women have amassed great financial power and now control 32% of the world’s wealth. The pandemic has threatened this progress;. . . .

Women, the Pandemic, & ESG Investing

The pandemic has magnified longstanding women’s issues. How can environmental, social, and governance (ESG) investing advance gender equality? The women of Sage weigh in.

Tactical Investment Strategy August 2020

Despite the ongoing congressional impasse over a Phase 4 fiscal package, risk assets continue to move higher on positive data and supportive policy. Our thesis. . . .