April 28, 2022

Entrepreneur, Kimberleigh Williams, Wealth & Lifestyle

Amy Parvaneh

Risky Business: Understanding Your Risk ...

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.

November 2, 2021

Estate Planning, Tax Planning, Jeffrey Abadie

Guest User

Gifting Strategies During Life to Help Reduce ...

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.

August 18, 2021

Sand Hill Videos, Tax Planning, Wealth & Lifestyle, Real Estate Investing

Guest User

5 Things to Think About Before Buying a ...

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.

August 13, 2021

Wealth & Lifestyle

Guest User

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.

August 13, 2021

Wealth & Lifestyle

Guest User

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.

end of life

Guest User

April 21, 2022

Wealth & Lifestyle

Q&A: End of Life Planning

Guest User

April 21, 2022

Wealth & Lifestyle

Why is a financial planner beneficial to end of life planning? What happens if the spouse of someone who passes away is already deceased?

Guest User

February 3, 2022

Estate Planning, Barry Taylor, Retirement Planning

2022 Federal Tax Update

Guest User

February 3, 2022

Estate Planning, Barry Taylor, Retirement Planning

Tax planning is all about implementing a strategic plan when managing an estate or planning for retirement.

Guest User

February 2, 2022

Janet Hoffmann, Estate Planning

Getting Your Affairs in Order: End of Life Planning

Guest User

February 2, 2022

Janet Hoffmann, Estate Planning

Getting Your Affairs in Order: End of Life Planning

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.