How should I manage my money when I retire?
Horse Ownership and You: Investing in Your Passions
There is no question that horses and humanity are inexorably linked. The first archaeological evidence of people domesticating horses dates as far back as 3500 B.C.E. And despite the fact that tractors and cars have replaced horses for work and travel in the modern day, America’s equine population has steadily increased over the last 50 years with no signs of slowing. As an investor you may ask yourself, is the equestrian world truly a worthwhile investment?
As Seen in Investopedia: Is Life Insurance Worth It?
Brenda Vingiello on CNBC’s Halftime Report - Adjusting Portfolios
On January 15, 2021 In this CNBC interview, Sand Hill’s Chief Investment Officer discusses her views on the markets and the second half of 2021, and shares how we are investing for our clients, especially within the sectors we see most opportunities.
CA’s Prop 19 - New Property Tax and Transfer Rules
In the November 2020 election, California voters narrowly passed Proposition 19, a measure that impacts two major areas related to property tax and property transfer. First, it gives homeowners more flexibility to change residences anywhere within California while retaining their property tax base as long as the new home is purchased within two years of the original home’s sale.
Estate Planning Implications to Act on Now
How to Approach Investing in 2021
How We Help You Embrace Your Financial Journey
2023 Divorce Financial Planning Guide
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.
Expanded Client Offerings and Technology Solutions
Navigating Uncharted Territory
In stark contrast to the strong economic trends that were in place earlier this year, the threat of COVID-19 and the corresponding government response to effectively stop all business activity, except essential
Keeping the Family Home After Divorce
Many critical decisions faced during the divorce process require an equal measure of legal, financial, and emotional consideration.
Tax-Loss Harvesting
Saving Tax Dollars with Qualified Small Business Stock (QSBS)
Per the Internal Revenue Code, there is an allowance on deferring capital gains tax after the sale of qualified small business stock if proceeds are used to buy shares in a new qualifying company.
Protecting Assets Owned by a Trust
Trusts are commonly-employed structures for wealthy families. To manage estate taxes as part of an overall estate planning strategy, it is common to transfer ownership of a home from an individual to a trust.
