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For many clients and advisors alike, part of the goal of investing is beating inflation and cash does not typically return more than inflation. Holding too much cash in a portfolio keeps your client on a treadmill - you’re not generating enough to cover inflation costs, your purchasing power isn’t increasing, and you’re just working really hard to not go anywhere. That being said, no matter how risk-tolerant a client is, every portfolio needs some level of cash for fees, dist

Beyond year-end planning, how tax-loss harvesting can add value for your clients.

In the world of finance, independent financial advisors are always looking for ways to enhance their services and provide better value to their clients. Sage Trading Collective's innovative approach has gained traction with financial advisors based on our hourly pricing model for portfolio trading. This method allows advisors to charge clients based on the time spent managing their investments, rather than a percentage of assets under management. In this blog post, we will ex