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 +
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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 +
Insights: Major Markets Jump in January
Click here for a printable version of Insights. Overview In January, U.S. and foreign stocks and bonds moved higher. The monthly return for the S&P 500, for instance, was 8.01%, the highest monthly gain in more than 8 years, and the best January since 1987. This turnaround from the stock market weakness in December was | Read More +
Sage 2019 Super Bowl Challenge
In this year’s Super Bowl, the New England Patriots came out on top, beating the Los Angeles Rams 13 – 3. Ahead of the game, we posed a challenge to our clients — Pick the winning team and score, and Sage will donate $500 to the charity of your choice. 100 people voted. 64 chose the | Read More +
Sage 2019 Market Outlook
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 +
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 +
