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.
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.
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.
Vacation living can be fabulous. The stress of daily meal preparation, schedules and work commitments fade away, allowing you to reconnect with family and friends in a way that can be challenging to do in your regular life.
If you own a family vacation home in the mountains of Tahoe or anywhere else in the country or world, congratulations! The incredible memories made during family getaways can truly last a lifetime for so many generations. Since they are only used occasionally, many family homes sit unoccupied for the majority of the year, providing a ripe opportunity to transition the property into an income producing asset. This transition is often filled with a number of unforeseen complexities, which must be carefully navigated while converting a family’s second home into a Vacation Home Rental (VHR).
Gorgeous weather, fantastic food and easy access to both the mountains and beaches make Northern California an extremely attractive place to live and one of the most popular vacation destinations in the world. For homeowners who like to travel and are looking to trim their vacation budget, or simply want a unique travel experience, the idea of home swapping may be appealing.
