Financial Tapestry updates SAGE rate information quarterly, generally 45-60 days following the calendar quarter. This lag is due to data availability. We use Fama-French, MSCI EAFE, Lehman Brothers, and NAREIT indices as proxies for the asset classes represented in our models. The data for the Fama-French Style Indices, used as a proxy for Large-Cap Value, Large-Cap Growth, Small-Cap Value and Small-Cap Growth becomes available approximately 45-60 days after the end of the period. Consequently, the earliest we can update our data is 45-60 days after the end of the period.

To help streamline the investment selection process and better accommodate advisors that utilize different funds for different situations, Financial Tapestry now allows advisors to create and load various “pre-set” fund selections onto our system. When you select one of these “fund pre-sets” at the time you create a proposal, you will also receive an Investment Product Proposal (IPP). The IPP lists the asset class, the corresponding fund(s), a brief description of the fund and its percentage in the suggested allocation. You can have multiple fund pre-sets. All you have to do is tell us which funds you want mapped to which asset classes and we will take care of everything else.

There is a one-time charge to add this feature to your account and a small annual maintenance fee. For more information, please contact us at support@fintap.com or call (720) 733-6134.

Users now have the option to generate a proposal without borders, initial lines, page numbers and section numbers. This will provide more flexibility when integrating with your existing presentation materials.

In accordance with the SEC ruling on FINRA Interpretive Material Rule IM-2210-6, regarding "investment analysis tools", Financial Tapestry LLC has updated its disclosure language in accord with the newly designated requirements. Financial Tapestry LLC has always been cognizant of compliance rules, and has proven this when we submitted our SAGE Proposal to the FINRA and obtained a ’no action’ letter back in 2001. With more "investment analysis tools" on the market, the FINRA has updated their rules.

These should prove to be particularly helpful in 401(k) environments where REIT's may not be offered. If you would like this set of Model Portfolios added to your SAGE account please e-mail support@fintap.com or call (720) 733-6134.

Click on the "My Resources" tab to access the event calendar, support information, forms, educational and training documents. We have also included a link to our interactive online Asset Allocation Education seminar. Check "My Resources" periodically as we will be updating this page as new materials become available.

Financial Tapestry has added new functionality to SAGE that allows the comparison of existing holdings and a proposed portfolio. Enter existing allocation by choosing from a large selection of asset classes. All performance metrics calculated for the proposed portfolio, including Monte Carlo simulation, are also calculated for the existing allocation, displayed for your review and printed at the end of the proposal.