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.
Like it or not, the COVID-19 pandemic has pushed us into new sets of routines and has completely upended many parts of our lives. For many, this catastrophe has been compounded by school closures, historic wildfires or taking on additional caregiving responsibilities. While this process may cause you much angst, it could be beneficial, maybe even cathartic, to document how you and your family have been navigating these uncharted and sometimes disquieting waters.
The secondary market for luxury goods is booming. Now, it is easier than ever to re-sell luxury items that you no longer need.
Welcome everyone to another episode of the Sand Hill interview series, where we discuss the science and art of navigating complex wealth. In this series, we speak with subject matter experts and thought leaders around all things pertaining to managing and dealing with complex wealth situations.
Investing might seem too risky. What many people fail to realize is that the ability to increase money in a diversified portfolio over time is not as hard as it sounds.
For more than 25 years, Sand Hill’s Divorce Financial Planning team has partnered with family law professionals to help clients navigate the complex financial aspects of the marital dissolution process.
In this Sand Hill Video Series, Chief Wealth Manager Sara Craven will interview Marlis Jansen and Kjartan, Founders of Graddha, a consulting firm that helps families with substantial means understand and embrace wealth.
During Sand Hill CIO Brenda Vingiello’s appearance dated August 6, 2020 on the CNBC Halftime Panel she discusses the future of big bank stocks as our very own, Brenda Vingiello, gives her input.
Welcome everyone to another episode of the Sand Hill interview series, where we discuss the science and art of navigating complex wealth. In this series, we speak with subject matter experts and thought leaders around all things pertaining to managing and dealing with complex wealth situations.
There are many risks when it comes to real estate. Consider these three areas before making your decision.
Our firm is honored to be named one of the nation’s top independent financial advisory firms, as ranked by Financial Times. Read more here.
Setting aside political forecasts and competing ideologies, recent history has shown both parties have contributed to present conditions, often by ignoring spending constraints while at the same time lamenting the steady rise in national debt.
July 15, 2020, COVID-19 has shifted the focus of the market. Watch this video with our own CFA, Brenda Vinigello, to learn more about the pandemic's influence on the market.
During Sand Hill CIO Brenda Vingiello’s appearance dated July 16, 2020 on the CNBC Halftime Panel she discusses technology investments during the pandemic.
In December 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), creating a significant but temporary opportunity for high-net-worth individuals to transfer a portion of their wealth to heirs free of gift and estate tax.
At some point in the not-too-distant future—whether through herd immunity, treatment, vaccine or a disease-state mutation—the health-related threat of the coronavirus will begin to fade away.
For those fortunate to have jobs that allow working remotely, the transition to working from home (WFH) during the COVID-19 shelter-in-place has been relatively seamless.
Before making any investment plans, be sure to take a look at these steps to ensure your confidence.
SRI, ESG, and green investing are all variations on the broad theme of aligning investments with one’s values. The concept is not new, but it has evolved significantly over the years.
