Our Thinking

The Wall Street Journal and many other news outlets, recently reported that Morgan Stanley would be pulling Vanguard mutual funds from its platform.  As a result, advisers at the brokerage firm will no longer be able to recommend Vanguard open-end mutual funds to their clients, regardless of whether they may be the best investment option | Read More +

Although stock markets have moved higher since the U.S. presidential election, the growing number of headlines focused on unrest in places like Syria and North Korea has some investors thinking they should head to the sidelines with their equity exposure.  Nobody enjoys rising volatility, but trying to time the markets’ reaction to geo-political events is | Read More +

At Sage, our job is to focus on investment strategies and helping you preserve and grow your portfolio, but we understand that money in and of itself does not guarantee happiness or provide a sense of purpose. True wealth is not as easy to calculate as net worth. As our father, David, liked to remind | Read More +

The investment advisor fiduciary rule is back in the news. We have written about the rule before, but thought it would be helpful to revisit the topic since President Trump has issued an executive order that his Labor Secretary should review, and possibly overturn, the proposed regulations set to take effect in April. Background Last | Read More +