The financial markets performed well in May, supported by continued positive developments throughout the global economy. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 1.56%, the U.S. large-cap Russell 1000 Index rose 0.47%, the U.S. small-cap Russell 2000 Index increased by 0.21%, and the MSCI ACWI Ex-USA | Read More +
Top FinancialAdvisors
2023
3/2023
98%
Sage Financial
Client Retention
2017–2022
Client Retention
2017–2022
1/2024
98%
Sage Financial
Team Retention
2017–2022
Team Retention
2017–2022
1/2024
Best Placesto Work
2023
7/2023
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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%.
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