We are proud to share that Sage has been recognized as the #2 Best Place to Work among companies of similar size by the Philadelphia Business Journal. This accolade is particularly important to us because it focuses on culture and attitude, two aspects of Sage that we take great pride in and consider our “secret | Read More +
Our Thinking
Sage Insights: Technical Recession, Economic Data Versus Equity Markets, and A Broader Perspective
Stocks and bonds both performed well in July, providing a moment of positivity in what has been a challenging environment for the global economy and financial markets. Still, markets have remained volatile, which we know can create stress. We feel it too. While markets had an encouraging July, the headwinds they have faced for much | Read More +
Sage Insights: Ongoing Inflation, China’s Evolving COVID Policy, and Geopolitics in Europe
Financial markets ended the 2nd quarter of 2022 just as they began, offering investors no reprieve from the unease and uncertainty that has defined much of the year’s first half. Together, U.S. investment-grade fixed income[1] and equity[2] indices closed out their weakest start to the calendar period in nearly 50 years. At the same time, | Read More +
Our Perspective: Continued Market Volatility
The first half of 2022 has continued to present a challenging environment for stock and bond markets. Those challenges came back into focus this week as markets fell sharply on the heels of higher-than-expected inflation numbers and anticipated actions from the Fed. In turbulent times like these, we seek to be a source of insight | Read More +
Sage Insights: Inflation in Focus, China’s COVID Policy, and the Benefits of Portfolio Diversification
The market volatility we have experienced throughout 2022 continued to rear its head for most of May before stocks rallied in the final full week of the month. Equities finished the month roughly unchanged, and bonds had their first positive month of the year. May also saw elevated inflation readings showing early signs of the | Read More +
Our Perspective: On The Current Market Environment
2022 has presented us with stock and bond markets that may create a feeling of uncertainty. In these times, we favor over-communicating so that you are fully informed on our current actions and thinking as it relates to market volatility and your personal financial goals. With that objective in mind, we’d like to share a | Read More +
Sage Insights: Geopolitics, Earnings, and Investing Principles
The market volatility that has come to define the start of 2022 persisted through April and left many investors feeling anxious. Policymakers – and investors – were focused on rising prices and efforts to contain them coming into this year. Unfortunately, that inflation continued last month, largely driven by dual pressures playing out on a | Read More +
Sage Insights: Interest Rate Hikes, Inflation, War, and Our Investment Perspective
Unsurprisingly, March was a choppy month for the financial markets. Stocks rebounded from the sharp sell-off we noted in February that carried over into the first part of the month, while commodity prices jumped around unpredictably, and bond prices declined due to precipitously higher interest rates. Looking forward, we see a reason to be optimistic. | Read More +
Sage Recognized For Commitment To Clients
We are thrilled to share that Sage has been recognized as one of the top financial advisors in the country by Barron’s for the 9th consecutive year and one of the top money managers in the region by the Philadelphia Business Journal for the 11th consecutive year! These honors reflect our unwavering commitment to our | Read More +
Insights: Russian Invasion of Ukraine, Navigating Volatility, and An Upcoming Change In Federal Reserve Policy
February was an uneasy month for financial markets, primarily because Russia invaded Ukraine. But even though equity markets have fluctuated sharply in 2022, we remain encouraged by the strong economic backdrop supporting the expected increase of interest rates in March. As a result, we continue to think companies should have a positive environment for continued | Read More +
