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.
Do you have a clear understanding of the basics of personal finance? According to a recent survey led by Stanford University economist Annamaria Lusardi, most Americans lack basic financial literacy skills.
Tax planning is all about implementing a strategic plan when managing an estate or planning for retirement.
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 have recently purchased or are considering a secondary residence for use as a short-term rental or personal vacation home, you might be curious about the possible tax breaks and whether or not you can deduct your mortgage interest.
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.
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.
On September 8th, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program once again.
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.
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.
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.
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.
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.
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.
It’s one of the biggest life events anyone can achieve. You’ve successfully navigated a long and fulfilling career and your reward awaits: the blissful stage of retirement. Remember that last final in college? That feeling of freedom?
