Taxable Fixed Income 3Q21 Market Review & Outlook
October 11, 2021 — Core bond markets will likely remain under pressure into year-end, with yields grinding higher as markets prepare for tapering and eventual. . . .
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Three Key Factors to Successful Municipal Portfolio Management
October 4, 2021 — In this piece, Sage discusses three key components of our fixed income investment philosophy: income, price, and volatility.
Delivering Collaborative and Custom Investment Solutions to the Captive Industry
October 1, 2021 — Sage has over 25 years of demonstrated experience in the management of investment portfolios for the captive industry. We operate across. . . .
Cash Balance KIS Performance Commentary 3Q21
September 30, 2021 — What had been shaping up to be another solid quarter for risk assets and decent returns for fixed income, was mostly. . . .
Cash Balance Performance Commentary 3Q21
September 30, 2021 — What had been shaping up to be another solid quarter for risk assets and decent returns for fixed income, was mostly. . . .
Finding Success in Cash Balance Plans
How can advisors successfully leverage Cash Balance Plans? In this video, Sage’s National Sales Director Bob Moser and Expand Financial’s CEO Greg Bakke talk about. . . .
Cash Balance from a Plan Design Perspective
What’s more important – excellence or relevance? In the noisy, crowded 401(k) world, Cash Balance Plans offer advisors a way to become more relevant. In. . . .
Tactical Investment Strategy, September 2021
September 20, 2021 — The third quarter has been a bumpy ride, with a surge in the Delta variant that has shifted the macro landscape. . . .