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
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A quick history of the Federal Reserve and and overview of what it does.
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?