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Month: February 2017

February 24, 2017September 21, 2017 by Rebecca Anderson

Our Perspective: Putting Clients First

The investment advisor fiduciary rule is back in the news. We have written about the rule before, but thought it would be helpful to revisit the topic since President Trump has issued an executive order that his Labor Secretary should review, and possibly overturn, the proposed regulations set to take effect in April. Background Last | Read More +



Posted in Our Perspective, Our Thinking
February 6, 2017December 1, 2021 by Rebecca Anderson

Insights: Markets Experienced Heightened Volatility in January

Monthly Economic and Market Analysis Sage Insights 2016-02



Posted in Insights
February 5, 2017August 30, 2021 by Rebecca Anderson

Insights: Stocks Start the Year on a Strong Note

Positive momentum from the end of 2016 carried into January. Both U.S. and foreign stocks generated strong returns to start 2017.  The MSCI Emerging Markets Equity Index was one of the best performers to start the year, returning 5.47%.  International large cap stocks also performed well, with the MSCI All Country World Ex US Index | Read More +



Posted in Insights, Our Thinking

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