Sage Advice Taxable Quarterly Market Review 4Q2016

For core fixed income, this was the first negative quarter since the fourth quarter of 2015 and the worst quarter in 35 years for the Aggregate index.

  • DATE: January 18, 2017
  • TYPE: PDF

Featured Insights

Fixed Income, Municipal Fixed Income

Sage Advice Municipal Quarterly Market Review 4Q2016

Similar to the “Taper Tantrum” in 2013, the second half and especially the fourth quarter was a painful experience for municipal investors...

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Tactical ETF

Sage Advice Tactical ETF Quarterly Market Review 4Q2016

Global markets finished 2016 with a firmly bullish tone as equities, yields, and the dollar rose throughout the fourth quarter.

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Fixed Income

Fixed Income Perspectives Video December 2016

As we close 2016, investors are trying to shake off the shock and awe of a substantial sell off in the bond market.

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