January was a difficult month for financial markets, caused primarily by expectations of tighter monetary policy by the Federal Reserve and a soft start to corporate earnings season. The Russia-Ukraine tensions provided an additional source of uncertainty for markets. While we observed some recent downside in equity markets, we remain encouraged by the strong economic | 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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