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 +

Insights: Equities Rise Again in February Due to Steady Fed and Trade Optimism

For a printable version, click here. Overview In February, U.S. and foreign stocks again appreciated. The monthly return for the S&P 500, for instance, was 3.21%, U.S. small company stocks in the Russell 2000 Index climbed 5.2%, and non-U.S. stocks in the MSCI ACWI ex-USA gained 1.95%.  Markets continued to respond favorably to Fed Chairman | Read More +

Our Perspective: On Recent Market Volatility

What has happened? On Monday, the S&P 500 Index declined 2.1%, following a 1.9% slide on Friday, bringing it down 13.0% from its all-time high in late September.  International equity markets have declined as well during the same time period, but to a lesser extent relative to U.S. markets.  International developed and emerging markets have | Read More +

Insights: Regrouping After A Difficult October

Click HERE for a printable version of this post. Overview In October, all major asset classes posted negative performance, although economic data in the U.S. remained generally sound.  There were several chief reasons for the across-the-board investment declines: Third-quarter corporate earnings were mixed, and stocks lacked support from company buybacks. Increased worries about geopolitical risk | Read More +

Insights: The Fed Raised Rates in September Ahead of Additional Growth

Click HERE for a printable version of this post. Overview In September, U.S. stocks and bonds posted mix performance, as did foreign stocks and bonds. Economic data in the U.S. remained generally sound. The Trump administration announced on the last day of September that it had completed a trade pact with both Mexico and Canada. | Read More +

Our Perspective: The Wall Street Journal on The Importance of Global Diversification

The Wall Street Journal recently published an article by noted columnist Jason Zweig titled “The ‘Dumb’ Money Is Bailing on U.S. Stocks. That’s Smart. ” We want to call your attention to it, because, in our opinion, it deftly demonstrates the importance of global diversification, particularly when an individual market has demonstrated an extended period of out | Read More +