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.
Young drivers and cars have always been an expensive combination, whether they’re renting vehicles or getting their own auto insurance. This is especially true for drivers under the age of 25, at which point things generally start to improve cost-wise on both fronts.
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.
Longevity risk is particularly troubling for pension funds and life insurance companies, where increasing life expectancy trends among pensioners and policy holders threaten to result in ultimate payout levels much higher than originally estimated.
A primary goal of many affluent families is to pass assets to their beneficiaries in such a way as to not lose significant portions of that wealth to gift or estate taxes. This is a crucial part of wealth management and estate planning.
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.
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.
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.
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.
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.
