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TIPS ladder vs TIPS index fund: Advantages? Disadvantages?
TIPS can be a buffer against inflation, but there are TIPS ladders and index funds. Which method works best?
Sensible Financial Adds Two New Team Members
The Sensible Financial team is constantly learning and growing. This month, we welcome new employees, Ellen and Brandon.
TIPS for Treasuries: Has It Worked?
In 2022, we strengthened client portfolios’ defenses against inflation by implementing a “TIPS for Treasuries” strategy. How did it go?
Managing Money as a Couple: Thinking About Marriage
A married couple should care for one another and share values. In marriage, shared financial values matter, too.
The Essential Estate Planning Tool You’ve Never Heard of?
A Letter of Instruction is not a legal document, but it can play an important role in your overall estate plan.
Charitable Giving (part 6): The Pros and Cons of QCDs
Donating to charity using QCDs may bring tax advantages, but it may not be for you. Here are some pros and cons.