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 +

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 +

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 +