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
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For homeowners who think their property taxes are too high, there are ways to appeal.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Ascertaining the value of your business is important for a variety of reasons.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are hundreds of ETFs available. Should you invest in them?
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.
Investors seeking world investments can choose between global and international funds. What's the difference?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?