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.
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join CNBC’s Closing Bell: Overtime to discuss the day’s market activity and where they sees stocks heading from here. Brenda’s commentary begins at the 9:05 mark.
Jeff Abadie, Senior Wealth Manager and Shareholder of Sand Hill Global Advisors, joins Robyn Ginney, family law attorney and Partner at the law firm of HartGinney LLP, to discuss a common question that intersects both family law and financial planning: can I keep the primary home after divorce? They discuss the financial ramifications for keeping the family home, including taxes, property upkeep expenses, the needed liquidity to buy out your spouse and the potential resale value of the home. They discuss the pros and cons for various financial situations to help you better understand if keeping the family home post-divorce would be right for you.
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join CNBC’s Squawk Box to discuss the markets ahead.
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime committee to discuss inflation and market outlook for the months ahead. Her commentary begins at the 2:07 mark in the video below.
The financial market rollercoaster that we have all been on over the course of the last seven months has been tough to stomach even for the most seasoned of investors.
For founders, early-stage employees, and executives alike, the opportunity for a sizable personal liquidity event is the result of considerable talent, tremendous amounts of work, and a little bit of luck. But while building a company or product has brought them to the doorstep of an IPO or sale of a concentrated position, it’s at the end of the journey where operational execution is required to harvest the full rewards of their efforts.
A sleepy area of the bond market known as Series I Bonds has exploded in popularity this year, catching the attention of investors with its eye-popping 9.62% current yield. In a year in which most asset classes have delivered negative returns, a stable, predictable government guaranteed savings bond may seem appealing. And yet, while there are real benefits associated with I Bonds, there are also nuisances and limitations that investors should be aware of before getting too excited about investing in them.
Talking to your children about money and finances is one of the most nuanced topics parents can encounter. It often feels taboo and some parents do not feel equipped to tackle the topic. But with a little finesse, patience, and a proactive approach, talking to your kids about finances does not have to be so daunting.
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime committee to discuss the current market environment and our portfolio positioning.
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime committee to discuss the current market environment and what investors should expect from the upcoming Federal Reserve meeting. Her commentary begins at the 03:12 mark.
If you have a 401(k), an IRA or a life insurance policy, you’re likely familiar with a beneficiary designation form and how it works. You might be wondering then why you’d even bother establishing a trust if your taxable accounts and home can be covered by a TOD designation and your retirement accounts can be covered by a beneficiary designation form.
Young drivers and cars have always been an expensive combination, whether they’re renting vehicles or getting their own auto insurance. This is especially true for drivers under the age of 25, at which point things generally start to improve cost-wise on both fronts.
When you consider your future retirement, you may have specific ideas and preferences in mind. Perhaps one such preference is retiring in another country. While doing so can be full of fascinating possibilities and great happiness, there are specific things to be keenly aware of when structuring your successful retirement plans.
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join CNBC Squawk Box to discuss the current market environment.
2022 marks Sand Hill Global Advisor’s 40th year of helping our clients work toward their financial goals. We could not have grown into the successful firm we are today without the trust of our clients, our network of talented colleagues in the accounting and legal professions and our experienced and compassionate members of the Sand Hill team.
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime Report to discuss the Federal Reserve’s interest rate hike and its impact.
On June 10, 2022, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss the ongoing market volatility. Her commentary begins at the 4:01 mark.
Senior Wealth Manager and Shareholder of Sand Hill Global Advisors joins Jennifer H. Friedman, Partner at Jorgenson, Siegel, McClure, & Flegel, LLP discuss the importance and principles of estate planning to help you better understand how to prepare for your future.
Brenda Vingiello, CFA, joins the Closing Bell: Overtime investment panel to discuss the Fed balance sheet, rate hikes, and market volatility. Check out her commentary in the clip by clicking on the image above.
Brenda Vingiello, our CIO, talks about three changes that eliminated some uncertainty in the market. See her commentary at the 3:24 mark.
