Sage has been recognized nationally by Barron’s as a leading wealth management firm and regionally by The Philadelphia Business Journal as a top money manager for the 8th and 10th consecutive years. These honors are a testament to the hard work and dedication of the entire Sage organization, and they reflect the ongoing trust and confidence our clients and | Read More +
Our Thinking
Insights: U.S. Economy, Inflation, COVID-19, and U.S. Corporate Earnings
The financial markets performed well again in April, supported by continued positive developments around the COVID vaccine rollout and fiscal stimulus. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 4.37%, the U.S. large-cap Russell 1000 Index rose 5.38%, the U.S. small-cap Russell 2000 Index increased by 2.10%, | Read More +
An Anniversary Worth Noting
Over the weekend, we celebrated a somber anniversary – it has been one year since COVID-19 was declared a Pandemic, and countries all over the world began issuing orders to lockdown. The ensuing twelve months have been unprecedented and very challenging. Life moved online, we learned new technologies, and we weathered volatile markets at the | Read More +
Insights: Fiscal Stimulus, COVD-19 Developments, and Corporate Earnings
The financial markets performed well in February, supported by continued fiscal stimulus, positive developments around COVID-19, and solid corporate earnings. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 2.3%, the U.S. large-cap Russell 1000 Index rose 2.9%, the U.S. small-cap Russell 2000 Index increased by 6.2%, and | Read More +
Insights: The Markets, COVID Developments, and Corporate Earnings
The new year started on a generally positive note for the markets, supported by low interest rates, positive vaccine developments, and impressive corporate earnings. In January, the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), declined by 0.5%. The U.S. large-cap Russell 1000 Index fell 0.8% in January, although the | Read More +
Sage 2021 Annual Client Letter
[Read the 2022 Annual Letter from Sage Financial Group] 2020 was a highly unusual year that required all of us to regroup and pivot in response to largely unforeseeable challenges. We faced a global pandemic, volatile financial markets, political and social unrest, and the need to learn how to conduct business and life remotely. For | Read More +
Sage 2021 Market Outlook
Printable version Bulleted summary [Read Sage 2022 Investment Outlook] Introduction 2020 was a year that no market strategist could have foreseen. Within financial markets, nearly all major asset classes globally exhibited positive returns despite extreme volatility, an unprecedented health crisis, a historic economic downturn, a hotly contested election, social unrest, and other systemic shocks. The | Read More +
Our Perspective: An Update on Elections and the Markets
As we await the official election results, we want to share our perspective on how potential outcomes are impacting financial markets now, and in the future. Presidential Election While control of the House and Senate has become more apparent, the presidential election’s outcome remains uncertain, and votes continue to be counted in Nevada, Pennsylvania, Georgia, | Read More +
Insights: COVID Developments, the U.S. Presidential Election, and Fiscal Stimulus
Global equity markets moved higher across the board in November as clarity emerged around the U.S. presidential election results, and three companies shared positive data from COVID vaccine trials. During the month of November, the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), has risen 11.8%, while the MSCI ACWI | Read More +
Our Perspective: Elections and the Markets
On the eve of the U.S. election, we want to share our perspective on potential effects the elections may have on the markets and your investment portfolios. As we have noted periodically over the past several months, heightened volatility is normal around key elections because markets dislike uncertainty. This year, we also are contending with | Read More +
