Latest Blog Posts

Oct 22, 2018 by Sage Advisors, LLC

10 Year US Treasury Yield via CNBC

By Jordan Cole, CFP®

Interest rates aren’t a prime example of an exciting topic. After all, most people only care about interest rates when they’re in the market for a new home or looking to refinance an existing loan at a lower rate. Even those capable of drawing a connection...

Jul 24, 2018 by Sage Advisors, LLC

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What’s the first thing that comes to mind when you think of the stock market? A horde of frantic New Yorkers standing around a trading floor yelling? The daily reports of the Dow Jones being up 30 points or down 20 points? The bold proclamations of Jim Cramer types to BUY, BUY, BUY, or SELL IMMEDIATELY! To be...

Apr 27, 2018 by Sage Advisors, LLC


By Jordan Cole, CFP®

2017 was a mysterious year in the U.S. stock markets. Volatility, the constant up and down of stock markets, virtually disappeared. For longtime investors, it was as if the waves at the beach suddenly died down and the Pacific Ocean was flat as far as the eye could see. As of...


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Securities and advisory services offered, in states where licensed, exclusively by Russell D. Cole, CLU, ChFC, Jordan Cole, CFP®, Katherine Benjamin, CFP®, CLTC and Michaela Anderson, CFP® through KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

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