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.
As climate change intensifies, its impact on the insurance industry becomes increasingly apparent. Evan Greenberg, CEO of Chubb, one of the leading insurers in the U.S., recently addressed this issue at the RIMS Risk World conference in San Diego. Greenberg emphasized the rationality behind surging insurance premiums in climate-vulnerable regions and the unsustainable nature of government efforts to suppress these increases.
As experienced financial advisors, we help our clients navigate the ever-changing landscape of risks in their financial lives, which includes risks associated with climate change. In recent years, California has experienced an increase in flooding events due to changing weather patterns. Let’s discuss the importance of flood insurance and the steps you can take to protect your home from potential damage.
For many of my clients approaching their retirement years and beyond, this question is a common one: How will I pay for my long-term care if and when I need it?
Despite the growing list of issues that seem to separate California and Florida these days, there is one area that they have very much in common… severe and widespread natural disasters, and especially the adverse financial impact that these events are having on the availability of homeowners insurance.
Recent events in the banking world have once again highlighted the importance of understanding how Federal Deposit Insurance Corporation (FDIC) insurance covers deposits, which prompts similar questions about how investment assets are treated in the event of a brokerage firm (broker-dealer) failure.
If you’re a business owner, you might be wondering which insurance coverage is right for you. There are many types of insurance, and while you might be familiar with some, hazard insurance is a very important one to consider.
What are some examples of catastrophic insurance coverage? What are some of the things that people could do if they do not get their standard fire insurance renewed?
