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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!
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Tax preparation may be the perfect time to give the household budget a check-up.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
It's important to understand the pros and cons when considering a prepaid debit card.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
Changes are coming to Social Security on May 1st, 2016.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.