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.
When allocating to investments, understanding the dynamic relationship between macroeconomic and microeconomic factors is crucial. While microeconomic investing focuses on exposure to individual companies, macroeconomics examines broad economic trends, indicators and events that influence entire markets.
As a professional in the tech industry, your work may involve innovation, cutting-edge technology, and rapid growth. However, navigating the world of personal finance requires a different set of skills. At Sand Hill Global Advisors, we understand the unique financial challenges faced by tech workers and offer tailored investment strategies to help you make the most of your wealth.
Behavioral finance plays an important role in long-term investment success. We behave as we do in large part because we are affected by our emotions.
A sleepy area of the bond market known as Series I Bonds has exploded in popularity this year, catching the attention of investors with its eye-popping 9.62% current yield. In a year in which most asset classes have delivered negative returns, a stable, predictable government guaranteed savings bond may seem appealing. And yet, while there are real benefits associated with I Bonds, there are also nuisances and limitations that investors should be aware of before getting too excited about investing in them.
Absent some blips, the financial markets enjoyed a Goldilocks environment for well over a decade, defined as a well balanced economy supported by moderate economic growth and low inflation (not too hot, not too cold).
So far in 2021, the equity market has embraced more themes, memes, and extremes than have been seen in the public markets in recent history.
On March 10, 2021, Women’s History Month is here! To spotlight women in the financial world, CNBC asked Sand Hill’s Chief Investment Officer Brenda Vingiello to share her advice to aspiring women everywhere. Click on the link to watch Brenda talk about the power of investing in your own voice and the rewards of taking a chance!
