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!
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?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
When to start? Should I continue to work? How can I maximize my benefit?
There are common mistakes you can avoid when saving for retirement.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
There are things about Social Security that might surprise you.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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
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.
What if instead of buying that home, you invested that money?
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.
There are hundreds of ETFs available. Should you invest in them?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, covering how bond laddering works.