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.
Normally a dry and straightforward topic, inherited IRA rules have been anything but over the last several years due to a number of recent changes to the SECURE Act of 2019. As a result of legislative changes (and the government’s need for tax revenue), there are now significant differences between non-spouse inherited IRA accounts inherited before and after January 1, 2020.
Social media has transformed our lives, so much so that it has gained a sort of legitimacy as a means of communication and information sharing. Many “internet celebrities” have ridden this wave, despite having little to no background or expertise in the areas related to their posts.
While one tax type, such as income tax, is low in a given state, other taxes, such as sales taxes and property taxes, may be higher, so moving to that state will not necessarily lessen your tax burden.
Two years after making significant, often unclear and even confusing changes to Required Minimum Distribution (RMD) schedules for non-spouse inherited IRAs, the IRS recently issued a proposal with additional guidance, which may come as an unpleasant surprise to many.
When we are young, it is challenging to appreciate an aging process that results in loss of mental capacity and/or death of our loved ones. This happens to some of us more quickly than others.
If you are interested in diversifying your portfolio and would like to remain cost and tax conscious, index funds may be a great solution! The question you may be asking is, “What are index funds?”
When most couples get engaged, they begin dreaming of their future life together and planning their wedding. They are not typically thinking about writing up a premarital or prenuptial agreement, also known more informally as a prenup. For many, there is the attitude that a prenup will create a negative self-fulfilling prophecy and inevitably lead to divorce; but in fact, such agreements may serve as a roadmap for a healthy financial relationship in marriage.
SRI, ESG, and green investing are all variations on the broad theme of aligning investments with one’s values. The concept is not new, but it has evolved significantly over the years.
