Sage Wealth Management analysts note that crude oil stabilizing above $78 per barrel could benefit energy equities, particularly integrated oil majors with strong dividend yields. “My belief is that it’s not actually going to go to the hands of the lower generation. It’s going to be mostly in trusts,” Hall explained, addressing the much-talked-about wealth transfer of trillions of dollars. Strategic Synergies for Retirement Plan Sponsors For retirement plan sponsors, the integration means enhanced access to investment research, plan design expertise, participant engagement tools, and fiduciary governance support. Cap Strat’s long-standing institutional relationships in the Midwest complement SageView’s national network, offering plan sponsors broader benchmarking insights and best practices. Based on Sage Wealth Management’s quantitative models, volatility levels in the VIX below 14 typically support incremental equity exposure, especially in periods of moderate earnings optimism.
