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.

Landmark Retirement Reform Legislation May Finally Become a Reality
May 24, 2019 — On Thursday morning, the House of Representatives took a big step toward sweeping retirement reform. A bipartisan legislation package was near-unanimously. . . .
Fixed Income
The U.S. Economy – Signs of A Sneaky Slowdown
May 21, 2019 — We are in the longest U.S. economic expansion in modern history. Barring a black swan of epic proportions this month, the. . . .
Fixed Income
China’s Conundrum: Why a Trade Deal Remains Out of Reach
May 10, 2019 — We think the bar is high for the U.S. and China to strike a deal on structural issues, such as changing. . . .
Municipal Fixed Income
Five Questions to Ask your Municipal Bond Manager
May 6, 2019 — All things being equal, history has shown that bonds outperform cash over most time periods. Although municipal valuations are not super. . . .
Fixed Income
Auto Loan Losses: Navigating Through the Noise
May 1, 2019 — Over the last few quarters, there have been numerous news headlines noting the rise in auto loan delinquencies. The headlines tell. . . .
Fixed Income
Is Now the Time to Extend Duration?
April 30, 2019 — Cash and ultra-short fixed income investors continue to enjoy the fruits of nine Fed rate hikes. Yields on cash hover around. . . .
Fixed Income
Trust Accounts Benefit from Tax-Exempt Income
April 23, 2019 — Unlike the graduated federal income tax brackets that max out at 37% with taxable income at $500k or more, trust accounts. . . .
Fixed Income
Credit Quality at Regional Banks May Signal Economic Slowdown
April 22, 2019 — Will years of aggressive lending finally catch up with the U.S. economy at precisely the wrong time?
Municipal Fixed Income
Rising Taxes and Out-migration Trends: A Bad Budgetary Combo
April 1, 2019 — Numerous major metropolitan cities have experienced an economic boom over the past decade as the technology, energy, health care, and financial. . . .
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