Blog
Election Year Jitters
Key Takeaways: Market performance during election years isn’t meaningfully different from average market performance overall. Which political party wins doesn’t correlate to investment results. Markets tend to rise in...
Read MoreSageView's Perspective: Navigating the Economic Landscape in 2024
Key Takeaways: As we embark on 2024, economic optimism prevails, supported by recent upticks in job creation and corporate profits. However, caution is warranted, considering factors such as still-tight monetary policy, mounting debt...
Read MoreTaking Advantage of Tax-Loss Harvesting
Key Takeaways: Tax-loss harvesting can help you turn investment losses into an opportunity, offsetting capital gains or current income. There are subtleties associated with tax-loss harvesting that require careful attention if it...
Read MoreProtecting Your Investments in Money Market Funds
Key Takeaways: SEC Safeguards Investments: New SEC measures aim to enhance MMFs' resilience, ensuring better protection for investors' assets. Changes Address Market Concerns: Prompted by COVID-19 challenges, the 2023 changes remove...
Read MoreCracks in the Foundation: Understanding the Looming Debt Crisis in America
Key takeaways: A Gathering Storm: The US economy potentially faces an impending debt crisis, with dark clouds forming on the horizon. Despite the cheer of soaring stock market returns (+13.6% YTD as of 10/6) and calls for a "soft landing,"
Read MoreShow All
US Debt Downgrade: What it Means and How it Might Impact Your Portfolio
Key Takeaways Last Tuesday, Fitch Ratings became the second of three major ratings agencies to downgrade US Government debt from the highest triple-A rating, citing the government’s rising debt burden and political difficulties...
Read MoreMid-Year Check In
SummaryEquity and fixed income markets have had a strong first half of 2023Historically, that strong start to the year continues in the second halfRisks remain in the next six monthsAs always, focus on your long-term financial goals...
Read MoreA(I) Silver Lining in the Market
Key TakeawaysExcitement over AI has boosted markets in 2023 despite inflation and pervasive economic pessimism. A small handful of AI-related companies are primarily responsible for strong year-to-date performance for the broad stock...
Read MoreStocks in Recessions
Key TakeawaysInvestors and economists increasingly expect to see a recession in the US this yearHistorically, equity markets have seen significant drawdowns around recessionsDiversifying into other asset classes can help mitigate...
Read MoreLooming Recession – A Boom or Bust for Investors?
A US recession has been highly anticipated since mid-2022. However, the risk of a deep or drawn-out recession has come down in recent monthsEquities have already experienced a significant pullback, pricing in a future recessionBonds...
Read MoreBonds: Still a Good Choice for Investors
Key Takeaways:With 2022 fresh on investors’ minds and with short-term yields at their highest levels in over a decade, it is understandable that some clients are asking whether they should simply sell their bond positions in...
Read MoreStaying SECURE in Retirement
Major changes are (again) coming to rules surrounding retirement account distributions, retirement account beneficiaries, Roth accounts, and other actions designed to increase retirement savings for individuals. While not as impactful...
Read MoreNow and Next: Cash Management Strategies
KEY TAKEAWAYS: A silver lining of higher inflation has been the increase of interest rates earned on cash savings. These higher interest rates bring back some previously popular savings options such as money market accounts, CDs, and...
Read More9 Facts about Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
Read More