SAGE MOUNTAIN 945 East Paces Ferry Rd NE, Suite 2660, Atlanta, GA 30326
Insights
Market Update – Q2 2023
Economic and markets performance was better than expected in the second quarter.
Market Update – Q1 2023
2023 began as a tale of two quarters, as a promising start was met with struggling economic data and looming recession outlooks.
Market Update – Q4 2022
2022 saw a historic increase in interest rates, coupled with global recession fears and a search for safety.
Market Update – Q3 2022
The story of 2022 is the rapid increase in interest rates—far beyond what was expected coming into the year.
Market Update – 1st Half 2022
Several factors pressured both stocks and bonds in the first half of 2022, resulting in a particularly difficult period for “60/40” style portfolios.
Sage Mountain 2022 Outlook
For “risk-on” financial markets, 2021 continued the strong rebound engineered by policymakers responding to the pandemic’s ill economic effects.
What to Consider When Rebalancing a Portfolio: Riding Performance or Staying on Target?
Research from William Bernstein suggests that "rebalancing works best with volatile, uncorrelated assets whose returns are roughly similar"
News
Sage Mountain Accelerates Team Growth to Elevate Client Experience
Sage Mountain announced an increased headcount by over 30% in the past six months, providing white-glove service to its client base in addition to an all-inclusive wealth management and alternative investing offering.
Anna Esoda, CFA, Joins Sage Mountain as Senior Portfolio Manager
Sage Mountain Advisors announced today it has brought on Anna Esoda, CFA, as Senior Portfolio Manager.
Sage Mountain Names Tony Cox President
Boutique RIA Sage Mountain has appointed its Co-Founder and CIO as President of its firm.
Will Tuggle, CFA, Joins Sage Mountain as Wealth Advisor
Sage Mountain Advisors, an independent wealth management firm, announced today it expanded its advisory team with the recent hire of Will Tuggle, CFA
Ned Douthat Joins Sage Mountain Advisors as a Wealth Advisor
Sage Mountain Advisors LLC, a boutique independent wealth management firm, announced today that Ned Douthat has joined the firm.