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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!
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
It's important to understand the pros and cons when considering a prepaid debit card.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Five strategies for managing your student debt.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Agent Jane Bond is on the case, covering how bond laddering works.
How will you weather the ups and downs of the business cycle?
Have you explored all of your choices when it comes to managing your taxable income?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Three things to consider before dipping into retirement savings to pay for college.