Although stock markets have moved higher since the U.S. presidential election, the growing number of headlines focused on unrest in places like Syria and North Korea has some investors thinking they should head to the sidelines with their equity exposure. Nobody enjoys rising volatility, but trying to time the markets’ reaction to geo-political events is | Read More +
98%
Sage Financial
Client Retention
2017–2022
Client Retention
2017–2022
98%
Sage Financial
Team Retention
2017–2022
Team Retention
2017–2022
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Our client retention rate is calculated annually and based on a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.