Insights: Equities Still Sorting Through Policies and Politics

Click here for a printable PDF Overview In March, major U.S. and foreign stock indices moved down. The stability that seemed to have reappeared at the end of February gave way to increased volatility after the Federal Reserve ended its meeting on March 21. Although the Fed’s policy statement contained both dovish and hawkish elements, | Read More +

Our Perspective: The Value of Independence

Click here to print a PDF version of this post. Last week The Wall Street Journal reported that the probe into how Wells Fargo has systemically misled clients now extends to practices in its wealth management division.  Bloomberg recently reported that J.P. Morgan’s “failure to properly inform some…clients about conflicts of interest has resulted in a record $30 million | Read More +

Sage 2018 Investment Outlook

Introduction 2017 was an excellent year for many investments. Synchronized global economic growth, low inflation, below-average volatility in equity markets, generally improving employment conditions in the United States, stability in China, and continued economic recovery in Europe, among other factors, all contributed to global Goldilocks conditions.  Going into 2017, these conditions were uncertain, and we | Read More +