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Thursday, April 18, 2019

Perspective Series: bringing you perspective enhancing commentary, often from third party experts, to benefit you, your family, and your network. Before we introduce this quarter’s third-party Perspective, let’s take a look...

Monday, April 1, 2019

As we entered 2019, most investors were cautious. We had just finished a challenging year. Stocks and bonds gyrated throughout the year, buffeted by macroeconomic events. In the final weeks of 2018, stocks fell sharply—giving up...

Monday, January 14, 2019

Before we jump into a new year with our Perspective series quarterly letter we’d like to hit pause for a moment and do three things: First, we’d like to say thank you to our long time readers, especially those who take the...

Monday, October 1, 2018

This month’s Perspective sheds light on challenge that more families are experiencing first hand: the need to provide Long Term Care (LTC) for a loved one. How will your family handle it when the time comes? The answer may depend...

Wednesday, September 19, 2018

Summer… a time when many of us step away from our daily routine for some Time Off in order to reset and recharge our bodies and minds with a period of rest and relaxation. At least that was the idea, once upon a time! Now when a...

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Monday, May 14, 2018

This quarter’s Perspective is a video from our Chief Investment Strategist that takes us back to the basics with a summary of our key investment principles. These are fundamentals that guide our thinking and advice in good...

Friday, January 19, 2018

Welcome to the first Perspective of 2018. First, we’d like to wish you a very Happy New Year from your team at Sagemark! Second, let’s take a moment to revisit what our Perspective series is all about. In a word, it’s...

Tuesday, October 24, 2017

So far, 2017 has been a year of progress in the investment world against a backdrop of uncertainty and concern. While most asset classes continued to build on gains, unsettling global events generated headlines. Deplorable acts of...

Friday, July 14, 2017

Welcome to the first Perspective in our new quarterly series. The format is the same: our comments with a link to a third party perspective on topics we hope you find interesting and beneficial to you, your family and your network....

Wednesday, March 1, 2017

This month’s Perspective comes from Robert Shiller, by way of an article originally published by Bloomberg. Shiller is a Nobel Prize winning economist and Yale University Professor best known for his stock market valuation method...

Wednesday, February 1, 2017

This month’s Perspective comes from Steve Blumenthal, the Executive Chairman and CIO of CMG Capital Management Group, on the topic of rising interest rates. The reason we are sending this to you can be summed up with one quote...

Monday, January 30, 2017

Welcome to a New Year with new policies from a new administration and a host of uncertain outcomes as a result. Uncertainty seems to be a consensus reached by many economic and financial forecasters this year. Some forecasts are...

Tuesday, December 20, 2016

My son loves holiday movies… this year we’ve watched The Santa Claus, The Santa Claus 2, Santa Paws, Fred Claus, The Polar Express, and of course, Elf. All are modern classics judging by the frequency they air on TV. Most...

Tuesday, November 15, 2016

This month’s Perspective comes from Ed Easterling, the founder of Crestmont Research on what is perhaps the most important concept in investing: cumulative returns. Cumulative returns are the only returns you get to spend. Period...

Saturday, October 15, 2016

Aging. We’re all doing it. Most of us accept aging as a fact of life. After all, there is nothing we can do about it, right? As you’ll see, getting older and aging are not exactly the same thing, and it turns out we can...

Thursday, September 15, 2016

We have been hearing a lot of questions and concerns about Europe lately. So, in this month’s Perspective we are wading into the muddy waters of geopolitics in Europe and the Middle East with ex-CIA agent George Friedman as our...

Friday, August 26, 2016

In certain finance circles gold is held in such disregard that it is commonly referred to as a “barbarous relic,” seen as having absolutely no reason to own. Interestingly, the term “barbarous relic” was...

Friday, July 15, 2016

Last month we looked at two dominant market narratives that we described with the caricature-like titles: “party-on” vs. “doom and gloom.” We shared a video from Oppenheimer Funds that we thought neatly captured...

Monday, June 27, 2016

This month’s Perspective comes from Krishna Memani, Chief Investment Officer at Oppenheimer Mutual Funds in the form of a short video. There are currently two dominant camps, or perspectives, when it comes to investing in the...

Friday, May 13, 2016

This month’s Perspective is a six-for-one! Meaning you are receiving the perspectives of six gifted people on a single topic: Epiphanies. Why Epiphanies…? Because they are fundamental, perspective-shifting, revelations...

Friday, April 1, 2016

This month’s Perspective comes from our new website in the form of a short one minute and thirty second video. We know you have been busy sorting through various statements and tax forms, diligently working to fulfill your civic...

Tuesday, March 1, 2016

Negative Interest Rate Policy (NIRP): a bizarre, upside-down experiment where the lender pays the borrower interest, instead of the other way around. The theory is that this will incentivize borrowing and spending, which in turn may...

Friday, January 1, 2016

This month’s Perspective comes from Mohamed El-Erian. El-Erian is the former head of the Harvard Endowment and former CEO/CIO of PIMCO, the world’s largest bond investors. He is also credited with contributing the term...

Tuesday, December 1, 2015

With the Holidays in full swing, this month’s Perspective is a note from your team at Sagemark. In the months ahead we will be discussing an important phenomena playing out in the market, one that we are already positioned for,...

Sunday, November 1, 2015

Right now the dollar is strong relative to other currencies thanks to the action of Central Bankers around the world. With the recent drop in headline unemployment to 5%*, will the “data-dependent” Fed finally raise rates...

Thursday, October 1, 2015

Last quarter we brought you an independent market outlook from one of our tactical managers, Harry Clark. A few highlights from Harry’s Perspective as of July: The current bull market in US stocks is getting old by historical...

Tuesday, September 1, 2015

This month’s Perspective is a recent Wall Street Journal article discussing a niche real estate opportunity: mid-tier apartments. The article features the perspective of one of our specialty investment managers who is an expert...

Saturday, August 1, 2015

This month’s perspective is a little different. It is a 30 minute animated video by Ray Dalio. If you don’t recognize the name, Ray Dalio is the founder of the world’s largest hedge fund firm, Bridgewater Associates,...

Wednesday, July 1, 2015

This month’s Perspective comes from Harry Clark, CEO of Clark Capital, one of the investment managers we use. Harry is the author of Clark’s Navigator Report, the attached quarterly market and economic commentary. We hope...

Monday, June 1, 2015

Ok, so there are a lot of differences. And, no, we didn’t steal this setup from a late-night comedy show. This is serious. As in, SEVEN-HUNDRED-MILLION-DOLLARS serious. That’s right, $700,000,000 is what the Jackson estate...

Friday, May 1, 2015

This month we are hearing from Steve Blumenthal about what he thinks may be “an outstanding investment opportunity.” Steve is the CEO of CMG Capital Management Group and writes to advisors on a regular basis. Steve gave us...