To print, click here. Overview In July domestic stocks and bonds rose again, primarily in continued anticipation that the Federal Reserve would lower interest rates at its meeting on July 31 and that the action would support U.S. economic growth. The monthly return for the S&P 500, for instance, was 1.44%. In contrast, non-U.S. stocks | Read More +
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Insights: Broad Gains in June
To access a printable version, please click here. Overview In June domestic and foreign stocks and bonds rose sharply, primarily in response to signals from the Federal Reserve that it may soon cut interest rates and hopes for renewed trade policy negotiations between China and the U.S. The monthly return for the S&P 500, for | 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 +
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 +
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 +
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 +
