2022 in Review: A Year of Very Difficult Performance for Stocks and Bonds When we sat down to write our outlook for 2023, we first reflected on 2022 — a year that tested resilience, patience, and focus. After three consecutive years of positive returns, markets quickly changed direction in 2022. By March, we found ourselves | Read More +
Top FinancialAdvisors
2023
3/2023
98%
Sage Financial
Client Retention
2017–2022
Client Retention
2017–2022
1/2023
98%
Sage Financial
Team Retention
2017–2022
Team Retention
2017–2022
1/2023
Best Placesto Work
2023
7/2023
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Our client retention rate is calculated annually and a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.
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