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Category: Edward Samp

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Raising Cash – A Deeper Look

December 13th, 2018 by

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 […]

Updating Preferred ETFs – An Analytical Approach

May 30th, 2018 by
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 […]

Sustainable Investments: A Sensible Approach

January 17th, 2018 by

Edward Samp contributed extensively to this article. Many investors have become interested in the impact of their investment decisions on the world in which we live. While the primary objective of your investment strategy may be financial: e.g., allowing you to live comfortably in retirement or putting your children through college, some investors also desire […]

Sensible Financial’s Preferred ETFs

June 27th, 2017 by
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 […]

How Sensible Financial Raises Cash for You

November 27th, 2016 by

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 […]