Podcasts
Sustainable Investing
ESG for the Non-Profit World: An Opportunity Not to be Missed
Sage’s CIO Bob Smith and Vice President Lily Tu discuss the increasing interest among nonprofits for environmental, social, and governance (ESG) investing.
Advisor Series
Should You Go To Cash?
Podcast recorded on 10/08/2018
Sage’s Regional Consultant Roman Samuels discusses an alternative to going to cash in the midst of a turbulent market.
Advisor Series
How a Tactical Manager Makes Investment Decisions
Podcast recorded on 10/02/2018
In this episode, Sage VP of Research Komson Silapachai discusses with Regional Consultant Roman Samuels the four key decisions that Sage, as a tactical investment. . . .
Market Update
The Three Factors Driving Excess Returns in REITs
Podcast recorded on 09/25/2018
Sage’s Vice President of Portfolio Management Andrew Demand discusses the three factors driving excess returns in REITs and where the opportunities lie.
Advisor Series
Constructing the Ultimate Financial Advisor
Podcast recorded on 09/14/2018
Sage Advisory Regional Consultant Roman Samuels walks through the six characteristics that comprise the Ultimate Financial Advisor.
Market Update
Will the Fed Raise Rates Three More Times?
Podcast recorded on 09/14/2018
Sage Vice President of Research Komson Silapachai discusses the factors affecting the Fed’s decision to raise interest rates and how many additional hikes are likely. . . .
Advisor Series
ETFs or Mutual Funds? It Depends . . .
Podcast recorded on 08/28/2018
Sage Regional Consultant Roman Samuels discusses with Sage Vice President of Research Komson Silapachai the differences between ETFs and mutual funds, and why Sage uses. . . .
Advisor Series
Strategic versus Tactical Asset Allocation
Podcast recorded on 08/20/2018
Sage Regional Consultant Roman Samuels sits down with Sage Vice President of Research Komson Silapachai to discuss the best approach to getting your client to. . . .