Insights: Global Stocks and Bonds Extend Gains in October

For a printable copy, click here. Overview In October, most major asset classes rose in response to central bank activity and anticipations of a leveling off of geopolitical risks, including U.S./China trade tensions. The monthly return for the S&P 500 was 2.17%, and non-U.S. stocks in the MSCI ACWI ex-USA gained 3.49%. The U.S. Aggregate | Read More +

Insights: U.S. Stocks Rebound in September on Hopes of Boost from Monetary and Trade Policy

For a printable version, click here. Overview In September, U.S. and foreign stocks climbed, domestic core bonds declined, and emerging market bond performance was mixed. These asset class returns reflect a prevailing hope that central bank policy would help to stabilize global growth and that there might be an improvement in global trade relations when | Read More +

Insights: Bonds Gain While Stocks Slide in August as Trade War Flares

For a printable version, click here. Overview In August U.S. bonds climbed while domestic and foreign stocks declined, primarily in response to an escalation in the trade war between the U.S. and China and the potential implications it has for slowing global economic growth. The monthly return for the S&P 500 was down 1.58%, and | Read More +

Our Perspective: On the Trade Dispute Between the U.S. and China

In view of recent developments, we want to provide an update on trade negotiations between the U.S. and China. What Has Happened? The disagreement in trade policy and practice between the two global economic giants had recently occupied a calmer plane. But tensions resurfaced last week when the U.S. announced that it would increase tariffs | Read More +

Insights: S&P 500 Notches New All-Time High Amid Patient Fed and Strong Economic Growth

To print, click here. Overview In April, domestic and foreign stocks and bonds climbed yet again. The monthly return for the S&P 500, for instance, was a sharply higher 4.05%, and non-U.S. stocks in the MSCI ACWI ex-USA gained 2.64%.  U.S. bond prices were largely flat on modest yield movement so that, for instance, the | Read More +

Insights: Equities Gain in March Despite Mixed Global Economic Signals

Click here for a printable version. In March, domestic and foreign stocks and bonds once again generally appreciated. The monthly return for the S&P 500, for instance, was 1.94%, and non-U.S. stocks in the MSCI ACWI ex-USA gained 0.60%. U.S. bond prices were up sharply in response to falling yields as evidenced by the fact | Read More +

Sage Recognized By Barron’s and The Philadelphia Business Journal

We are proud to share with you the news that Sage has once again been recognized as a leading wealth management firm by both Barron’s and the Philadelphia Business Journal. While we are honored by these recognitions, our number one priority, and what we are most proud of, is our clients’ satisfaction, which is reflected by our 98% | Read More +