Insights

Market Update – Q1 2024

In the first quarter, confidence increasingly rose that the US economy would remain strong while inflation concerns persisted, pushing out expectations for the first Federal Reserve rate cut to later in 2024 or even into 2025.

Market Update – Q4 2023

Markets defied expectations in 2023, outpacing assumptions. We recap 2023 and provide our investment outlook for 2024 and beyond.

Market Update – Q3 2023

Seasonality held true, as the broad markets across stocks and bonds sold off during Q3

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.

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