Info and facts about states with no income tax.
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.
Retirement: Who Am I Now?
It’s one of the biggest life events anyone can achieve. You’ve successfully navigated a long and fulfilling career and your reward awaits: the blissful stage of retirement. Remember that last final in college? That feeling of freedom?
When Is It Time to Hire a Financial Advisor?
When it comes to finances, everyone has a unique situation and a diverse collection of personal goals. Meeting those aspirations can be difficult in the best of circumstances, but navigating relentless change can make things challenging.
The Top 5 Benefits of Private Travel - Sand Hill Interview Series
As Seen in The Balance Careers: The 10 Best Job Search Websites of 2021
Horse Ownership and You: Investing in Your Passions
There is no question that horses and humanity are inexorably linked. The first archaeological evidence of people domesticating horses dates as far back as 3500 B.C.E. And despite the fact that tractors and cars have replaced horses for work and travel in the modern day, America’s equine population has steadily increased over the last 50 years with no signs of slowing. As an investor you may ask yourself, is the equestrian world truly a worthwhile investment?
A Quick Guide to Fine Wine Collecting
As Seen in WSJ: Advice on Raising Resilient Kids During the Covid-19 Pandemic
Test Your Art Knowledge!
Take our Art Knowledge Quiz to test how much you know about the most expensive art pieces in the world!
The 10 Rules of Collecting Art
In this episode of the Sand Hill Interview Series, Senior Wealth Manager Elizabeth Cody explores some tips and ideas for starting an art collection with Amelia Mandersheid, Vice President and Senior Director of Contemporary Art at Bonhams.
CA’s Prop 19 - New Property Tax and Transfer Rules
In the November 2020 election, California voters narrowly passed Proposition 19, a measure that impacts two major areas related to property tax and property transfer. First, it gives homeowners more flexibility to change residences anywhere within California while retaining their property tax base as long as the new home is purchased within two years of the original home’s sale.
As Seen on USA Today: Experts Say This Is What Children Need to Survive the COVID-19 Pandemic
Drafting Your Happily Ever After
When most couples get engaged, they begin dreaming of their future life together and planning their wedding. They are not typically thinking about writing up a premarital or prenuptial agreement, also known more informally as a prenup. For many, there is the attitude that a prenup will create a negative self-fulfilling prophecy and inevitably lead to divorce; but in fact, such agreements may serve as a roadmap for a healthy financial relationship in marriage.
As Seen on Vox.com: The Parental Burnout Crisis Has Reached a Tipping Point
As Seen in The Balance: What Is a Fee-Only Financial Advisor?
As Seen on healthychildren.org: Parenting in a Pandemic: Tips to Keep the Calm at Home
How to Approach Investing in 2021
How We Help You Embrace Your Financial Journey
As Seen in CNBC: Coronavirus and Luxury Retail
The secondary market for luxury goods is booming. Now, it is easier than ever to re-sell luxury items that you no longer need.
