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.
For the better part of the last decade, central banks around the world have battled deflation as globalization, technological innovation, and slow economic growth have weighed on prices. Efforts to stimulate economies included buying bonds and keeping short-term interest rates low.
As the realities of the coronavirus pandemic settle in for the business community, conventional wisdom is forming that the operating environment will be forever changed. While it is likely true for financial services
As the COVID-19 pandemic spreads across the globe, the poorest and most vulnerable members of society are being hardest hit and most likely will be the slowest to recover. They are in need of generosity
December now feels like ancient history given the current state of the world, but back then, Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which introduced
Early into 2020, we experienced two rare events which have dramatically increased volatility and disruption in global economies. Along with economic disruption comes weakness in financial markets and
In the book Good to Great, author Jim Collins coined the term Stockdale Paradox to describe a powerful psychological duality that seems to be shared by many successful business management teams in
Although equity markets are down significantly from their highs just a month ago, there are various personal financial planning strategies that could warrant immediate attention.
As our lives are increasingly spent online from bill pay, to email and blogs to Facebook and Instagram, have you thought about what happens to your digital assets when you die?
