Category: Investments

Raising Cash – A Deeper Look

December 13th, 2018 by

Filling a one-time need for cash from your Sensible-managed portfolio […]

Take full advantage of your Employee Stock Purchase Plan (ESPP)!

October 29th, 2018 by

In this installment of my series on employee benefits, I […]

Updating Preferred ETFs – An Analytical Approach

May 30th, 2018 by
2018 preferred ETFs

Every year, we review and update the preferred exchange-traded funds […]

Responding to the Recent Stock Market Decline

February 12th, 2018 by

You may have heard that the stock market has been […]

Sustainable Investments: A Sensible Approach

January 17th, 2018 by

Edward Samp contributed extensively to this article. Many investors have […]

Year-end Tax Planning: Should You Do a Roth Conversion?

November 16th, 2017 by

Many advisors tout the benefits of a “tax-free income” in […]

The Risks of Active Management

November 5th, 2017 by
risks of active management

In my last article I summarized the trailing 15 years […]

Blindfolded Monkeys With Darts! An Update On The Active vs. Passive Investing Debate.

July 26th, 2017 by
Passive Investing: Percentage of US Equity Funds Outperformed by benchmark

At Sensible Financial, we get very excited about passive investing. […]

Sensible Financial’s Preferred ETFs

June 27th, 2017 by
ETFs chart

Every year, Sensible Financial reviews each mutual fund holding to […]

Bond Returns Early in the Trump Era (Part 1)

December 21st, 2016 by

There is now a tendency for higher interest rates. Total […]