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Our focus? Our clients.
One of the best assets you can invest in is valuable relationships. For us, that's the relationships we build with our advisors, consultants and clients. Since 1996, we've crafted smart investment strategies centered on risk management and delivered through transparent communication. In this way, we responsibly guide our partners toward tailored, innovative investment solutions.
Our Insights
A Safe Habor for a Stormy Investment Environment
May 19, 2025 — The US bond and equity markets have faced significant volatility this year, driven by a confluence of factors, including trade tariffs,. . . .
Refreshing the Fed’s Policy Framework
May 19, 2025 — Federal Reserve Chair Jerome Powell delivered the opening remarks at last week’s Thomas Laubach Research Conference, focusing on the Federal Open Market Committee’s (FOMC). . . .
Francis and Leo XIV: Faith, Finance, and a Greener Church
May 16, 2025 — The papacies of Pope Francis (2013–2025) and Pope Leo XIV (2025–present) represent critical junctures for the Catholic Church as it addresses. . . .
Video: ETF Model Portfolios
May 16, 2025 — Sage’s President and Co-CIO, Bob Smith, explores how ETF model portfolios help advisors in delivering scalable, individualized solutions to their clients.
Inflation Expectations Hold Firm Amid Tariff Noise
May 13, 2025 — Despite the announcement of new tariffs, long-term inflation expectations—as measured by the 5y5y inflation rate—have remained stable. This rate, which reflects. . . .
The Two-Faced Economy: Strong Data Amid Shaky Sentiment
May 6, 2025 — The current geopolitical climate has injected an extra dose of unpredictability for economic participants, as investment and consumption decisions for everyone. . . .
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