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Edward Samp

Sustainable Factor Tilt Model Changes

by
Edward Samp
October 21, 2021

Sustainable investing is still a relatively new phenomenon, but Sensible Financial offers sustainable investment options for their clients.

Raising Cash – A Deeper Look

by
Edward Samp
December 13, 2018

Filling a one-time need for cash from your Sensible-managed portfolio takes a little time. While you may be able to withdraw cash immediately from your bank account, an investment account is different. Allow me to fully explain this step-by-step process. The process begins when you contact your advisor with your cash request. Perhaps there are [Learn more…]

Updating Preferred ETFs – An Analytical Approach

by
Edward Samp
May 30, 2018

2018 preferred ETFs

Every year, we review and update the preferred exchange-traded funds (ETFs) in Sensible Financial’s investment models. We focus on (1) minimizing tracking error, the difference in return between a fund and its benchmark index and (2) cost-efficiency – we want your investments to follow the model closely at the lowest possible cost. In our ETF [Learn more…]

Sensible Financial’s Preferred ETFs

by
Edward Samp
June 27, 2017

ETFs chart

Every year, Sensible Financial reviews each mutual fund holding to ensure that you are invested in the best possible funds consistent with your target allocation and investment strategy. In defining “best”, we consider two primary criteria: (1) cost and (2) tracking error relative to our target indices. 1). There are three primary cost categories for [Learn more…]

How Sensible Financial Raises Cash for You

by
Edward Samp
November 27, 2016

We strive to get cash to you when you need it. We understand that timely delivery of cash either for planned events or unexpected contingencies is important to you. Sensible Financial® has developed a process that balances your need to get cash quickly with your other interests, such as maintaining your target allocation, keeping trading [Learn more…]

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203 Crescent Street, Suite 404

Waltham, MA 02453

Phone: (781) 642-0890
Fax: (781) 810-4830

 

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San Diego, CA 92101

Phone: (619) 573-4131​

Disclaimer

This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

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