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
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What can be learned from the savings rate?
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
However exciting retiring abroad may sound, it deserves considerable planning.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Even low inflation rates can pose a threat to investment returns.