Brenda Vingiello, our CIO, talks about three changes that eliminated some uncertainty in the market. See her commentary at the 3:24 mark.
Goldilocks Heads Back into the Forest
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).
Commentary: Writing History One Day at a Time
Without a doubt, the past few years—and probably the rest of this decade—will ultimately be memorialized in the history books as quite unique, given the nature of the pandemic and the extraordinary fiscal and monetary responses to the economic conditions that it prompted.
The Coming Deglobalization
And that prosperity resulted in rising manufacturing and labor costs, which in turn led to U.S. companies seeking cheaper manufacturing centers elsewhere in the world. China, with their lower cost of production, complemented by their managed currency exchange rate, became that spot.
CNBC Halftime Report Discussion on The Importance of Earnings Growth | February 28, 2022
During Sand Hill CIO Brenda Vingiello’s appearance dated February 28, 2022 on the CNBC Halftime Panel discusses how to approach the importance of earnings growth.
CNBC Squawk Box: Discussing the Recent Market Volatility | February 24, 2022
During Sand Hill CIO Brenda Vingiello’s appearance dated February 24, 2022 on the CNBC Squawk Box discusses recent market volatility.
CNBC Halftime Report: The Importance of Company Fundamentals To Performing Through Market Volatility| February 2, 2022
During Sand Hill CIO Brenda Vingiello’s appearance dated February 2, 2022 on the CNBC Halftime Report discusses the importance of company fundamentals and performing through market volatility.
Onward and Upward
As we approach the two-year anniversary of COVID, we have all probably experienced emotions of moving forward with limited visibility, ongoing uncertainty, and feeling the proverbial need to come up for air every now and then.
Ringing in the New Year with Fireworks
The beginning of any new year is typically a time of hopeful resolutions as we reflect and strive to improve upon the shortcomings of the prior year. Moreover, in the case of ringing in 2022, we were very much longing to see a general return to pre-pandemic norms.
CNBC Halftime Report: The Importance of Fundamentals and Pricing Power in 2022 | January 20, 2022
During Sand Hill CIO Brenda Vingiello’s appearance dated January 20, 2022 on the CNBC Halftime Report discusses the importance of fundamentals and pricing power in 2022.
Living in the Age of Uncomfortable Change
During the last several decades, the world benefitted from considerable positive change as the advent of the internet, smart phones, and immunotherapies—to name a few—altered the way we did things and made our lives easier.
Navigating the Waves in Individual Stock Investing
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.
What Is an Index Fund?
If you are interested in diversifying your portfolio and would like to remain cost and tax conscious, index funds may be a great solution! The question you may be asking is, “What are index funds?”
CNBC Halftime Report: Watching for Catalysts in the Stock Market
On September 16, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report panel once again and discussed what positive catalysts investors can look that would help support the stock market.
CNBC Squawk Box: What To Expect From Markets
On September 8th, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program once again.
CNBC Squawk Box: What Could Cause a 5% Market Pullback || August 31, 2021
On August 31, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program once again.
Is Valuation a Concern? Brenda Vingiello on CNBC’s Halftime Report
On August 9, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report program as a guest contributor once again.
A Throwback to the 1970s?
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.
Brenda Vingiello’s Outlook on Inflation | July 27, 2021
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.
The Search for a Financial Advisor
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.