Estate planning attorneys play an important role, helping us prepare for the time when we are not able to manage our financial affairs, and ultimately, ensuring that our wishes are carried out when we have passed. They cover many sensitive and important topics. It is a role that demands technical knowledge, but also good people and [Learn more…]
How Much Do Other People Spend?
Clients, especially new clients, sometimes ask us how their spending compares to other people’s. There is the sense that if they are doing what other people are doing, then they are probably “okay”. Our response has usually been that there is a very wide range of spending levels, and an “okay” level of spending depends [Learn more…]
TIPS for Treasuries: Has It Worked?
In 2022, we strengthened client portfolios’ defenses against inflation by implementing a “TIPS for Treasuries” strategy. How did it go?
Growth and Income Investing
In growth and income investing, investment returns come from two sources, income, and capital appreciation or depreciation.
Mutual Fund Distributions: What, Why, and How?
If you want to invest in mutual funds without getting hit with a big tax bill, you need to understand how mutual fund distributions work.
Do I Hold Russian Securities in My Portfolio?
The situation in Ukraine began in late February, and some Sensible Financial clients have asked if their portfolios hold Russian securities.
A Sensible, Sustainable Approach
There is a broad array of approaches to sustainable investing. Here’s how Sensible Financial is approaching it.