Jewish Values-Based Investing: Creating a Framework for Success
June 4, 2025 — Jewish Values-Based Investing (JVBI) is an approach that aligns financial decisions with the ethical and moral principles rooted in Jewish teachings,. . . .
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Fixed Income Investment Strategy — June 2025
June 2, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Bond markets have come under. . . .
MBS Opportunities Amid Quiet Housing Market
June 2, 2025 — The US housing market remains in a state of inertia. Despite the arrival of the spring selling season, both new and. . . .
Sage Eats: Memorial Day Weekend 2025
May 21, 2025 — In our sixth annual Memorial Day Weekend “Sage Eats” video, Michael Walton, Mel McCarley, and Roberto Williams prepare a delicious spread. . . .
A Safe Harbor 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.