In October, stocks started the fourth quarter on a strong note, while bonds retreated modestly as market participants positioned portfolios for the final months of 2021. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 5.10% in October, the U.S. large-cap Russell 1000 Index rose 6.94%, the U.S. | Read More +
Top FinancialAdvisors
2022
3/11/2022
98%
Sage Financial
Client Retention
2017–2021
Client Retention
2017–2021
7/01/2022
98%
Sage Financial
Team Retention
2017–2021
Team Retention
2017–2021
7/01/2022
Best Placesto 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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