Introduction For a printable PDF version of this post, click here. Following a year like 2017, in which most asset classes did very well, 2018 was a down year for virtually all major asset classes globally. At the end of 2017, the best way to describe the global macroeconomic backdrop was “synchronized global growth.” Fast-forward | Read More +
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Insights: Major Markets Rebound in November
Overview In November, U.S. and foreign stocks, as well as core U.S. bonds, moved higher. The outcome of the U.S. midterm elections provided helpful clarity about control of both houses of Congress. November concluded with a provisional agreement between the U.K. and the E.U. over the terms of Brexit, which must now pass the House | 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 +
Insights: Global Stocks Gain in July, But Headwinds Remain
Click here for a printable version of this post. Overview In July, U.S. and international stocks rose, and domestic and foreign bonds were variously stable or positive. Economic data in the U.S. continued to be strong. It deteriorated further in Europe, but late in the month the Trump administration reached a conciliatory trade agreement with | Read More +
Co-President Stephen Cohn on recent market volatility
The Philadelphia Business Journal reached out to Sage on Friday, February 9 for insight on how investors should react during the market down swing. Co-President Stephen Cohn said that one of the worst mistakes investors can make is acting impulsively during a down swing in the market. “You don’t want to make changes for the | Read More +
A Victory — for the Eagles, Philadelphia, and the Wounded Warrior Project!
In an unbelievable game, the underdog Philadelphia Eagles took down the New England Patriots 41-33 to win Super Bowl VII! Ahead of the game, we had posed a challenge to our clients — Pick the winning team and score, and Sage will donate $1,000 to the charity of your choice. 155 people voted. 121 chose the | Read More +
Our Perspective: On Bitcoin and Cryptocurrencies
Cryptocurrencies in general and Bitcoin in particular have been in the news recently, including daily articles in the Wall Street Journal. It seems like every day a different person has an opinion on this new, highly unpredictable currency. In our view, although the blockchain technology that underlies Bitcoin as a cryptocurrency has the potential to | 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 +
Our Perspective: The Value of Discomfort
One of the hardest things to learn as an investor is to be comfortable with discomfort. The logic flies in the face of most everything we are taught as well as our fundamental instincts for self-preservation. But to be successful as an investor, you have to accept the fact that you will feel uncomfortable. The | 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 +
