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.
Sadly, fraud attempts are becoming much more frequent in our client conversations, and the classic—but rather obvious—example of the ‘Nigerian Prince’ needing money is long outdated. Scammers have become far more sophisticated in their tactics. Part of this is due to everyone being increasingly more comfortable interacting online, especially in the wake of the Covid pandemic. Indeed, the FBI reports a 300% increase in cyberattacks since 2020.
In the competitive start-up culture of the Bay Area, how your personal finances are managed can be a critical factor in achieving long-term success. Sand Hill Global Advisors, a trusted independent wealth management firm in San Francisco and Palo Alto, recognizes the unique challenges faced by entrepreneurs and offers the following considerations in managing your personal finances.
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.
For those new to the relatively recent and rather profound paradigm shift in internet search, the next generation of chatbots can realistically simulate human conversation by mining huge samples of texts and images available on the internet.
For many industries, the decline of service and the co-opting of customers into part-time staff has dressed cost cutting up in the guise of flexibility, efficiency, and consumer choice; but it doesn’t have to be that way.
