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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!
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Calculating your potential Social Security benefit is a three-step process.
Understanding how a stock works is key to understanding your investments.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.