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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!

Helpful Content

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

Three Key Questions to Answer before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

The New Wild West: Bitcoin

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.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

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