There are many elements that play a vital role in the grand scheme of risk. Investment advisors need to take note of these factors and understand that they greatly impact decisions.
As Seen in Advisor Perspectives: Emotions on Risk Tolerance
Expanded Client Offerings and Technology Solutions
Expanded Client Offerings and Tech Solutions
As the realities of the coronavirus pandemic settle in for the business community, conventional wisdom is forming that the operating environment will be forever changed. While it is likely true for financial services
GRATs are Great!
A GRAT may sound like a character from a Dr. Seuss book, but in reality, it is a great estate planning tool for clients with large estates who are concerned about paying gift and estate taxes. A Grantor Retained
What You Can Do Now
As the COVID-19 pandemic spreads across the globe, the poorest and most vulnerable members of society are being hardest hit and most likely will be the slowest to recover. They are in need of generosity
The Elimination of the Stretch IRA
December now feels like ancient history given the current state of the world, but back then, Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which introduced
Tales from the Shift: How I Learned to Stop Worrying and Love the Economy
Early into 2020, we experienced two rare events which have dramatically increased volatility and disruption in global economies. Along with economic disruption comes weakness in financial markets and
Stockdale Paradox Book
In the book Good to Great, author Jim Collins coined the term Stockdale Paradox to describe a powerful psychological duality that seems to be shared by many successful business management teams in
Navigating Uncharted Territory
In stark contrast to the strong economic trends that were in place earlier this year, the threat of COVID-19 and the corresponding government response to effectively stop all business activity, except essential
The Elimination of the Stretch IRA
A Guide to Navigating the Financial Planning Landscape
Although equity markets are down significantly from their highs just a month ago, there are various personal financial planning strategies that could warrant immediate attention.
As Seen in Forbes: Why Investors Should Focus On Fees and Risk, Not Returns
Risk is a critical component of portfolio management. Rather than attempt to outsmart the market or focus on the performance, make sure you are properly managing and aligning your risk and understanding the fees.
As Seen in Financial Express: Smart Investing: 5 Ways to Reduce the Risk
An individual must consider many factors before taking an investment risk. Here are five ways one might look into before taking the nest step.
A Penny Saved is a Penny Earned
Most Americans are familiar with the old advice that “a penny saved is a penny earned” or “the sooner, the better”. This is just one way of describing the power of compound interest.
Sand Hill Opens New San Francisco Office
@ One Embarcadero Center, Suite 1140, San Francisco, CA 94111
The New Year offers a time for each of us to reflect on the year that was, as well as a chance to recommit to
CNBC Halftime Report Discussion on the Recent Market Volatility | January 31, 2020
During Sand Hill CIO Brenda Vingiello’s appearance dated January 31, 2020 on the CNBC Halftime Panel discusses how to approach the market volatility.
Making the Most of Your Windfall
Congratulations! The enterprise you have worked tirelessly to create has now been sold or gone public. While you were consumed with building your business and formulating the best exit strategy, you
The Proper Way to Name a Minor as Your IRA Beneficiary
One of the more common requests we hear from clients is their preference to name their minor children as IRA beneficiaries. Unfortunately, minors are legally unable to own property, and therefore cannot inherit
A Decade of Living Technologically
Can you believe that the first iPad was introduced in April of 2010? Yes, it really was only ten years ago!
Even as we celebrate the new year and new decade and what’s to come, stopping to think for a moment about what has changed over the last decade can be an eye-opening experience.
Monetary Policy—Past is Prologue, or is It?
Odds are the average person does not spend a lot of time thinking about monetary policy, but what central banks have done over the last decade should not be overlooked or taken for granted.
