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!Contact Us
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Regardless of how you approach retirement, there are some things about it that might surprise you.
A change in your mindset during retirement may drive changes to your portfolio.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
If you died, what would happen to your email archives, social profiles and online accounts?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”