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Weekly Market Commentary 11/2/2018
After suffering through a dispiriting month, investors looked to November with hopeful eyes. So far, things look mildly promising, as a powerful three-day rally more than overshadowed a modest setback in stock prices on Friday. Thanks to the modest rebound for the week as a whole, concerns about the wealth effect on the economy (more […]
Sage Company Overview – November 2018
Sage was founded in 1996 by Robert G. Smith, III and Mark C. MacQueen. Prior to forming Sage, Bob and Mark both spent many years in distinguished money management careers, working and living around the globe. Sage was established with a simple mission: to better meet the unique investment management needs of institutions and individuals […]
Tactical ETF Portfolio Shift Commentary 10/25/2018
Within our fixed income allocation, we shifted out of our floating rate exposure, trimmed our long Treasuries exposure, initiated a position to the shorter end of the yield curve, and added to our preferred exposure.