About George Sugden

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So far George Sugden has created 56 blog entries.

Finding Your Fiduciary Financial Advisor

By | November 30th, 2020|Investing, Retirement|

In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? This is a challenging subject, indeed. First, the stakes are high. The quality of your selection, or lack thereof, can literally make or break your family’s fortune. Also, the choices can be bewildering. It can be difficult to [...]

Six Financial Best Practices for Year-End 2020

By | November 30th, 2020|Uncategorized|

Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, [...]

A Meaningful Message for Thanksgiving

By | November 23rd, 2020|Uncategorized|

Today, we break from financial conversations to celebrate the season with you. We know that’s going to be a tall order this year. After all, families have been coming together for millennia to gather around holiday tables. Counting their blessings. Mourning shared sorrows. Hugging one another tight. It’s heartbreaking how many of our most cherished [...]

Presidential Election Reflection

By | November 10th, 2020|News|

With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure. That said, who knows how long the mood will last? Come what may between the U.S. presidential election just ended and the inauguration yet to occur, [...]

A CARES Act Overview

By | April 15th, 2020|Uncategorized|

With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person (virtually), depending on which ones apply [...]

An Evidence-Based Approach to Sustainable Investing Part III: Sustainable Investing Today

By | January 23rd, 2020|Uncategorized|

In parts I and II of our series, “An Evidence-Based Approach to Sustainable Investing,” we introduced key building blocks for sustainable investing, and summarized current strategies for building them into your own portfolio. The ground we’ve covered so far may suffice to help you determine if and how you would like to invest more sustainably. [...]

An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”

By | January 20th, 2020|Investing|

As we touched on in our last piece, “Setting the Sustainable Stage,” degrees and kinds of “doing good” are often in the eye of the beholder. How do we measure something that is sometimes so subjective? As described in “Why and How Investors Use ESG Information” (a University of Oxford/Harvard University paper to be published [...]

An Evidence-Based Approach to Sustainable Investing Part I: Degrees of Setting The Stage

By | January 7th, 2020|Investing|

If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try to earn decent if not stellar returns, while contributing – or at least causing less harm – to the greater good? But what [...]

You, Your Retirement, and the SECURE Act

By | January 3rd, 2020|Retirement|

You may have missed the news – buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it to the finish line, it’s now official: On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into [...]

FAFSA Application Advice for College-Bound Kids: Apply Sooner Than Later

By | October 4th, 2019|Family Finances|

The good news for parents and their college-bound kids: The U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively easy to apply for federal and state, and many institutions’ financial aid opportunities in a single session. This “one-stop shopping” certainly beats having to submit separate applications for each source of [...]

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