The month of September saw stocks and bonds move lower as market participants responded to the Federal Reserve’s decision to likely begin tapering monthly bond purchases toward the end of Q4, the ongoing Evergrande situation in China, and upcoming policy decisions out of Washington, D.C. The MSCI ACWI Index, which represents global equities (i.e., both | 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%.