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.
In a period increasingly driven by technology and the pursuit of better health outcomes, innovation in weight loss drugs and Generative Artificial Intelligence (GenAI) have emerged as two promising avenues to address some of the most pressing issues facing society today.
With the multiple levels of support thrown at global economies and capital markets post 2019, many have forgotten what an economic cycle is, and many are too young to have experienced one.
It is not unusual for the Federal Reserve Board to tighten monetary policy when the economy is perceived to be over-heated, but such action rarely coincides with a period of back-to-back, negative Gross Domestic Policy (GDP) reports.
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).
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.
In this installment of the Sand Hill Interview Series, Senior Wealth Manager Kristin Sun, CFP®, CDFA®, and Co-Chief Investment Officer Mark Strahs discuss how stock concentrations have become a huge driver of today’s wealth, and the importance of diversifying away from stock concentrations.
This feeling of impenetrability can lead to what can be referred to as the Fortuitously Aligned Misconception Error (FAME), a principle seen in those who lack the recognition that their company stock is indeed a risk asset and their key retirement nest egg, which is not immune to a fall from grace (i.e. a windfall that can change with the wind).
While many investors have benefitted by purchasing winning stocks in their portfolio, others are fortuitously exposed to public companies due to their employment.
