Sungarden In The News
See what major media outlets are saying about Sungarden’s investment approach.Learn More
The Investing Evolution
Our team provides clients with a contemporary, flexible, and cost-effective approach to hedged investing. Our goal: to deliver protection, income and growth in today's global economy.Learn More
Our latest thoughts on the markets and what it means to you.Learn More
YOUR OBJECTIVES + OUR EXPERIENCE = THE INVESTING EVOLUTION!
Sungarden® Investment Research teams with its clients to confront the challenges of a complex investment climate. We do so using a proactive investment approach which has evolved with changing markets since the 1980s. Like our clients, we prioritize the management of volatility, and clear communication about the decisions we make.
We are hedged investors, but not a hedge fund. Our private clients access us through a set of discretionary managed portfolios. They expect and receive professional client service through our experienced team of principals, analysts and operations specialists. Together with our clients, we are The Investing Evolution!
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Understanding how a stock works is key to understanding your investments.
There are things about Social Security that might surprise you.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that home, you invested that money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.
What does your home really cost?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Investors seeking world investments can choose between global and international funds. What's the difference?