Perspectives

Stay up to date on emerging industry issues and trends with Sage perspectives. From fixed income to sustainable investing, our experts cover a range of subject matter that is relevant to today’s advisors and consultants.

 
Sustainable Sage: The Bourg Family
How are Sage employees and their families practicing sustainability in their daily lives? Tom Bourg, Mid-Atlantic Regional Director, and his wife work diligently to upcycle. . . .
ESG Solutions
ESG Highlights & Holdings — Cisco Systems
Cisco Systems, Inc. was founded in 1984 in the pursuit of connecting people, after two Stanford faculty members developed a way to enable communication over. . . .
 
Sustainable Sage: The Silapachai Family
How are Sage employees and their families practicing sustainability in their daily lives? Komson Silapachai, Vice President of Research and Portfolio Strategy, and his wife. . . .
Retirement
Cash Balance Case Study — A Small Business
The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. This action allows the partners significantly higher contribution limits. . . .
Retirement
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. . . .
Fixed Income
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.
ESG Solutions
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;. . . .
 
Sustainable Sage: The Edgar Family
How are Sage employees and their families practicing sustainability in their daily lives? Kari Edgar, Director of Client Administration, and her wife strive to teach. . . .
ESG Solutions
ESG Highlights & Holdings — Eversource Energy
Eversource is a multi-utility company with four million electricity, natural gas, and water customers throughout Massachusetts, Connecticut, and New Hampshire. Eversource has set an aggressive. . . .