Yesterday, global stock markets fell sharply. The Dow, for instance, was down 3.56%, and the S&P 500 Index dropped 3.35%. We would like to briefly address the reasons and share some of our immediate thoughts about portfolio positioning. The most frequently cited culprit for the sell-off was the heightened concern that emerged over the weekend | 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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