Sound financial college planning is so important and understanding best practices for doing so will help you make the best decisions.
College Savings
Gifting Strategies During Life to Help Reduce Estate Taxes
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.
Capital Gains in Joint Ownership Accounts - Unmarried Parties
Joint ownership of an account can complicate how capital gains are dispersed and who is responsible for the taxes involved.
Dual Residency
Dual residency is for many, an excellent way to get the most enjoyment out of your assets. Having two homes in different parts of the country allows for maximum freedom in your lifestyle, and perks abound, depending on your interests.
As Seen in Investopedia: After-Retirement Guide
CNBC Squawk Box: What To Expect From Markets
On September 8th, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program once again.
CNBC Squawk Box: What Could Cause a 5% Market Pullback || August 31, 2021
On August 31, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program once again.
5 Things to Think About Before Buying a Vacation Home
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.
Top Passions Reignited During Covid
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.
Luxury Collectible Investing
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.
A New Post-Pandemic Normal
At Sand Hill, we seek to provide each and every one of our clients with a customized long-term wealth strategy that will take them into a bright financial future. We are passionate about providing financial planning solutions and independent investment management strategies to support our clients’ lifestyle.
Is Valuation a Concern? Brenda Vingiello on CNBC’s Halftime Report
On August 9, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report program as a guest contributor once again.
How Community Foundations Can Help Us Give Meaningfully
Barry Taylor, Senior Wealth Manager and Managing Director at Sand Hill Global Advisors joins Pamela Doherty, Senior Director of Gift Planning and Acting Chief of Philanthropy of The San Francisco Foundation to discuss what the role of community foundations is with prospective donors, if donors can just give locally, what a typical engagement looks like for donors, what a donor advised fund is, and more.
Extra Life – Can Women Afford It?
People are living longer. This is generally a good thing. But how does this affect us financially? Can we afford it? Nowadays, people could be living in retirement for 40 years or more.
Fire Risk and Homeowners Insurance
The devastating wildfires in California that did so much damage in the past few years are now impacting pricing and availability of homeowners insurance coverage in the state, affecting everything from primary residences in many suburban locations to popular vacation home spots like Napa Valley, Sonoma, Lake Tahoe and elsewhere. This comes on top of a decades-long increase in the overall national cost of all homeowners claims—including other types of severe natural disasters like extreme hurricanes and tornadoes.
A Throwback to the 1970s?
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.
Divorce and 7 Other Events that Trigger an Estate Plan Review
In the current political environment, all eyes are focused on what possible new estate tax changes might become law given the new administration’s campaign proposals.
States Without Income Tax
The Search for a Financial Advisor
We all want our financial journey to be clear, straightforward, and dependable. We want our growth to follow a steady upward trajectory with no surprises, anchored in wisdom and unshakeable strategy.
