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.
ESG Solutions
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
September 4, 2020 — 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
August 25, 2020 — In the past 60 years, women have amassed great financial power and now control 32% of the world’s wealth. The pandemic. . . .
Fixed Income
3 Opportunities in the Corporate Bond Market
August 24, 2020 – As the dust begins to settle following the extreme volatility seen in the second quarter of 2020, the corporate bond market. . . .
ESG Solutions
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
August 17, 2020 — Eversource is a multi-utility company with four million electricity, natural gas, and water customers throughout Massachusetts, Connecticut, and New Hampshire. Eversource. . . .
Insurance
Aligning Investment Portfolio Risk with Enterprise Objectives
August 4, 2020 — The year continues to be marked by the heightened uncertainty of COVID-19, its resolution and ultimate impact on the economy and. . . .