The key is determining the appropriate amount of risk for the reward you are seeking. This balancing of risk and reward is the foundation of all the work we do for clients and is critically important to long-term financial success.
Amassing wealth comes with many benefits, but having a substantial estate comes with the repercussions of elevated taxes. Gifting portions of your assets to mitigate tax ramifications is possibly a reasonable strategy.
Watch Sand Hill Global Advisor's video about the most important things to consider before buying your dream vacation home in this frenzied real estate market, such as the cost, location, investment potential, tax impact, and exit strategy.
Many Americans reignited long-forgotten passions amidst the exhausting and traumatic months of lock-down caused by this pandemic. With stress at an all-time high and the CDC heavily cautioning against face-to-face socialization, they turned to interests they hadn’t partaken of in years. Here are some of the top pastimes they pursued.
Recently, investors are expanding into the realm of luxury collectibles to augment their portfolios. With the right passion and knowledge, high-end collecting can offer potential monetary gains. This decade-long trend is well documented, and it’s easy to see why it has captured the imagination of investors and venture capitalists around the world.
If you hold qualified small business stock (QSBS) and are thinking of starting or investing in a new venture, consider rolling your capital gain associated with your current QSBS into the new enterprise.
With the surge in senior living options available today, it is time to rethink our retirement years. Being retired does not need to mean slowing down. Moving into an independent living facility relieves you of household chores and responsibilities—allowing you more time to spend on activities that you enjoy—and provides an expanded social community.
There are countless reasons for building an Accessory Dwelling Unit (ADU) on your existing property. Defined as a self-contained residential unit located on the same lot as an existing single-family home, these units can be ideal for many scenarios.
Talking to your children about money and finances is one of the most nuanced topics parents can encounter. It often feels taboo and some parents do not feel equipped to tackle the topic. But with a little finesse, patience, and a proactive approach, talking to your kids about finances does not have to be so daunting.
Senior Wealth Manager and Shareholder of Sand Hill Global Advisors joins Jennifer H. Friedman, Partner at Jorgenson, Siegel, McClure, & Flegel, LLP discuss the importance and principles of estate planning to help you better understand how to prepare for your future.
Although many consider the first NFT (non-fungible token) to have been created by digital artist Kevin McCoy in May 2014, the concept did not gain much public awareness until the launch of Cryptokitties, a blockchain-based virtual game in which players adopt, trade, and raise virtual cats in 2017.
Keep a detailed inventory and update it as you buy and sell, including purchase receipts, current appraisals and even photographs of the pieces in your collection.
In this episode of the Sand Hill Interview Series, Senior Wealth Manager Elizabeth Cody explores some tips and ideas for starting an art collection with Amelia Mandersheid, Vice President and Senior Director of Contemporary Art at Bonhams.
In December 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), creating a significant but temporary opportunity for high-net-worth individuals to transfer a portion of their wealth to heirs free of gift and estate tax.
While focusing on building a career, they often inadvertently amass a sizable portion of their overall personal wealth in a single stock holding.
Silicon Valley is home to countless entrepreneurs who have created significant wealth, all concentrated in a single stock with very low cost basis. These positions can be quite volatile and often do not generate much income, if at all.
It is not unusual here in Silicon Valley for employers to offer their employees the opportunity to acquire company stock as an investment alternative in their 401(k) plans.
