When we are young, it is challenging to appreciate an aging process that results in loss of mental capacity and/or death of our loved ones. This happens to some of us more quickly than others.
Getting Your Affairs in Order: End of Life Planning
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.
Are NFTs the Future for Collectibles?
Although many consider the first NFT (non-fungible token) to have been created by digital artist Kevin McCoy in May 2014, the concept did not gain much public awareness until the launch of Cryptokitties, a blockchain-based virtual game in which players adopt, trade, and raise virtual cats in 2017.
Can You Deduct Mortgage Interest on a Second Home?
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.
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.
Longevity Risk
Longevity risk is particularly troubling for pension funds and life insurance companies, where increasing life expectancy trends among pensioners and policy holders threaten to result in ultimate payout levels much higher than originally estimated.
The Value of an Advisor with Brenda Vingiello
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors, and CNBC Contributor, discusses the value of a financial advisor.
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.
Can We Deduct Mortgage Interest on a Second Home?
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.
Introduction to Advanced Gift Planning Strategies
A primary goal of many affluent families is to pass assets to their beneficiaries in such a way as to not lose significant portions of that wealth to gift or estate taxes. This is a crucial part of wealth management and estate planning.
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.
CNBC Halftime Report November 29, 2021 | Remaining Diversified & Discussing the Possible Impact of the Omicron Variant
On Monday, November 29, 2021, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss the possible impact of the new Omicron variant on the markets and economy.
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.
Service with a Side of Technology
For many industries, the decline of service and the co-opting of customers into part-time staff has dressed cost cutting up in the guise of flexibility, efficiency, and consumer choice; but it doesn’t have to be that way.
Gifting Strategies During Life to Help Reduce Estate Taxes
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.
Capital Gains in Joint Ownership Accounts - Unmarried Parties
Joint ownership of an account can complicate how capital gains are dispersed and who is responsible for the taxes involved.
Dual Residency
Dual residency is for many, an excellent way to get the most enjoyment out of your assets. Having two homes in different parts of the country allows for maximum freedom in your lifestyle, and perks abound, depending on your interests.
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?”
