Insights: Autumn Falls but Assets Rise Once Again in October

In October, U.S. and foreign equity prices moved higher yet again. On the month, the S&P 500 Index rose 2.33%, the MSCI All Country World ex-US Index was up 1.88%, and the MSCI Emerging Markets Index of stocks gained 3.51%.  Even core U.S. bond prices inched ahead. The broad Barclays Aggregate U.S. Bond Index tiptoed | Read More +

Insights: Bonds and Stocks Generally Rise Again in August

In August, bond prices generally moved higher and stock prices were mixed. The broad Barclays Aggregate U.S. Bond Index rose 0.90% last month largely as a flight to safety amid geopolitical uncertainty from North Korean missile testing. U.S. large company stocks in the S&P 500 Index rose 0.31%, but small company stocks in the Russell | Read More +

Insights: Foreign Stocks Accelerate Ahead in July

Stock prices moved higher in July, especially in developed and emerging markets outside the U.S. The broad, large-company S&P 500 Index rose 2.06%.  The MSCI Emerging Market Index gained nearly three times that, gaining 5.96%.  Core bond prices were modestly higher, and the U.S. 10-Year Treasury note ended the month with a yield largely unchanged | Read More +

Sage Named To Financial Times’ Top 300 RIAs List

We are pleased  to announce that  Sage Financial Group has once again been recognized as a top 300 Registered Investment Adivser in the 2017 Financial Times report. This is a ranking of the top 300 registered investment advisers in the United States according to a comprehensive set of metrics developed by the Financial Times. The list is | Read More +

Insights: Stocks Extend their Gains in May

Stock markets continued their move higher in May. International and emerging market equities were the strongest performers, but U.S. large cap stocks added to their YTD returns.  Although U.S. political drama continued to escalate, economic data and corporate earnings reflected steady growth.  The Federal Reserve also held rates steady and signaled a continued willingness to | Read More +