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
2024
3/2024
For the 2023 calendar year.
98%
Sage Financial
Client Retention
Client Retention
1/2024
98%
Sage Financial
Team Retention
Team Retention
1/2024
Best Placesto Work
2024
7/2024
For the 2023 calendar year.
For the "Best Places to Work" recognition, Philadelphia Business Journal requires a submission fee for consideration. Sage has not paid any other fees for our rankings or recognitions.
Our client retention rate is calculated annually and based on 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%.
Learn more about Sage Financial accolades.