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
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A quick look at how federal income taxes work.
Here are five facts about Social Security that are important to keep in mind.
This worksheet can help you estimate the costs of a four-year college program.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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Even low inflation rates can pose a threat to investment returns.
Are you ready for retirement? Here are five words you should consider.
Recent changes in estate tax laws could affect the strategy you have in place.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: right now.