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Tag: 2023 Investment Outlook

January 14, 2023January 14, 2023 by Rebecca Anderson

Sage 2023 Investment Outlook

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 +



Posted in Our ThinkingTagged 2023 Investment Outlook
Top Financial
Advisors
2022
3/11/2022
98% Sage Financial
Client Retention
2017–2021
7/01/2022
98% Sage Financial
Team Retention
2017–2021
7/01/2022
Best Places
to Work
2022
7/28/2022

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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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