After a string of volatile weeks during which the markets dropped, this week provided positive gains across the majority of investment categories. Large cap stocks rose three out of the four trading sessions and racked up 12% gains. Since the current intra-year low on March 23rd, the S&P 500 is up 25%, the small cap | Read More +
Our Thinking
End-of-Week Market Update 4.4.2020
In terms of financial markets, this past week was less volatile than recent weeks. What were daily equity market moves of 6% or greater throughout most of March, have mostly been within a band of ~3% this week. It was also quieter on the news front. After several weeks chock full of major developments in | Read More +
A Reference Guide to the COVID-19 Assistance Package
The federal government has acted swiftly to provide fiscal relief to many individuals and businesses impacted by COVID-19 by enacting the $2.3 Trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act. The relief ranges from access to grants and loans to the waiver of required minimum distributions from IRAs. In order to help individuals and | Read More +
Sage Market and Investment Update
In today’s update we highlight progress in the three central areas we are monitoring closely —monetary policy, fiscal policy, and biology as it relates to COVID-19 — then wrap up by sharing some investment strategies that we believe are particularly relevant. Although it is still too early to determine the exact economic fallout of this | Read More +
End-of-Week Market Update 3.28.2020
We hope that you and your families are doing as well as possible and safe and healthy. The amount of news and information (and some misinformation) has been truly remarkable in terms of speed and magnitude. Friday was relatively quiet compared to the seeming relentless new developments that have peppered recent days and weeks. The | Read More +
An Update On The Markets and The Response to COVID-19
In these unprecedented times, we want to encourage an open dialogue with our clients and communicate our thoughts on the ever-changing market environment on a regular basis. It can be challenging to understand market moves in times like these when health-related matters and the economic issues are changing at such a rapid pace. Financial markets | Read More +
The Continuing Response to COVID-19
We are all eager for information and useful advice during this unusual and volatile time. While current events are unprecedented, Sage has experience navigating worrisome markets and investor uncertainty, and we will continue to send more regular communications as long as it is appropriate. Markets spiked higher yesterday, with the S&P 500 Index advancing 9.38% | Read More +
Our Perspective: Second Update On The Effects Of COVID-19
After a long week of market volatility and an avalanche of news from every angle, we want to provide some information and perspective on a few of the most important developments. The COVID-19 pandemic has extensive economic implications, but it is, first and foremost, a healthcare and humanitarian problem. Daily life has changed as we | Read More +
Our Perspective: An Update On The Effects Of COVID-19
The global health crisis of COVID-19 is disrupting life as we know it. The markets are responding. And all of us are barraged by frequently-changing news headlines and fast-paced announcements. In this post, we share our perspective on some of the most salient economic- and investment-related developments over the last few days so that you | Read More +
Insights: COVID-19 Uncertainties Rattle Investors and Fuel Psychological and Market Volatility
Download a printable version. Overview In February, major stock indices dropped sharply, and core bond indices rose largely due to heightened worries about the global economic implications of the coronavirus (COVID-19; however, the U.S. presidential primaries also played a part. Equity markets seemed to respond more skittishly to wins by Senator Sanders than by former | Read More +
