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.
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).
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.
Two years after making significant, often unclear and even confusing changes to Required Minimum Distribution (RMD) schedules for non-spouse inherited IRAs, the IRS recently issued a proposal with additional guidance, which may come as an unpleasant surprise to many.
Sound financial college planning is so important and understanding best practices for doing so will help you make the best decisions.
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.
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.
How have stock concentrations become a huge driver of wealth today? Why is diversifying away from stock concentrations so important?
What are the top five benefits of private jet travel? What questions should you consider when deciding whether to travel via private jet?
Why is a financial planner beneficial to end of life planning? What happens if the spouse of someone who passes away is already deceased?
If you’re a business owner, you might be wondering which insurance coverage is right for you. There are many types of insurance, and while you might be familiar with some, hazard insurance is a very important one to consider.
In the alphabet soup of estate planning jargon, the acronym QPRT is one of the more familiar — if not fully understood — terms and it represents a popular and rather common technique for potentially passing significant wealth amongst generations.
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.
During Sand Hill CIO Brenda Vingiello’s appearance dated February 24, 2022 on the CNBC Squawk Box discusses recent market volatility.
What are the situations that gen-one families are dealing with when coming into sudden wealth? How should families navigate through some of that process of making difficult decisions?
What are some examples of catastrophic insurance coverage? What are some of the things that people could do if they do not get their standard fire insurance renewed?
What are the benefits of moving to a state with no income tax? Why do some states not have income tax?
In a divorce, what will I be responsible for when it comes to the price of the home? And when should I involve a wealth manager during a divorce process?
Tax planning is all about implementing a strategic plan when managing an estate or planning for retirement.
If you’re considering selling your business and want to use a strategy that provides ongoing and periodic liquidity, and smooths out the taxation of a sale, an installment sale may be the solution.
If you’re considering selling your business and want to use a strategy that provides ongoing and periodic liquidity, and smooths out the taxation of a sale, an installment sale may be the solution. There are several reasons this type of sale is implemented, but first, let’s explain what it entails.
