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Sensible Financial Planning

Sensible Financial Planning

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781-642-0890

Investments

Portfolio Theory for Beginning Investors 

by
Olivia Harrison
Associate Financial Advisor

May 28, 2025

Investing can feel overwhelming. This guide will help you understand our research-backed approach to portfolio theory.

President Trump, The Economy, And Your Investments

by
Rick Miller
Ph.D., CFP® - Founder

May 28, 2025

Let’s discuss President Trump’s policy changes and how they might affect the economy, your financial plan, and investments.

What is FCASH and Your Core Position?

by
Chris Andrysiak
MBA, CFP® - Senior Financial Advisor and Senior Director of Strategy

May 28, 2025

Learn how your core position determines where your cash is held, and how it impacts accounts at Fidelity, Schwab, and more.

Putting Your Money to Work

by
Rick Miller
Ph.D., CFP® - Founder

February 26, 2025

The idea of “putting your money to work” is appealing, but what does that really mean? Let’s rethink and discuss the risks that come with it.

Investing in the Trump Era

by
Rick Miller
Ph.D., CFP® - Founder

January 29, 2025

The picture shows someone looking at their computer to check investment returns.

Now that the new administration has begun, what impact will the Trump era have on the market and investment returns?

98 Years of S&P 500 Bull and Bear Markets 

by
Simon Huang
April 30, 2024

The picture shows the Wall Street bull to represent the S&P 500.

By understanding the historical performance and risks of the S&P 500, you can be better prepared to make rational investment decisions. 

The Fed, Inflation, Interest Rates, Unemployment, and Everything Else

by
Rick Miller
Ph.D., CFP® - Founder

November 30, 2023

The picture is of an arrow zig-zagging and finally pointing upward to symbolize inflation, the Fed, etc...

Citizens want their government (The Fed) to reduce or mitigate financial risks, but many risks related to banks may be inherent risks.

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Locations

Massachusetts

203 Crescent Street, Suite 404

Waltham, MA 02453

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

 

California

600 B Street, Suite 300

San Diego, CA 92101

Phone: (619) 573-4131​

Sensible Financial Planning has been acquired by Beacon Pointe Advisors as of October 1, 2025. To access services, resources, or support, please visit https://beaconpointe.com/financial-advisors/ma/waltham/wama/. Important disclosures for clients can be found by visiting https://beaconpointe.com/disclosures/. Advisory services offered through Beacon Pointe Advisors, LLC, a registered investment advisor.

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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