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.
During Sand Hill CIO Brenda Vingiello’s appearance dated December 21, 2020 on the CNBC Halftime Panel discuss today’s upgrade by JP Morgan’s retail analyst of Nike. Brenda’s commentary begins at the 3:40 mark in the video.
Silicon Valley is home to countless entrepreneurs who have created significant wealth, all concentrated in a single stock with very low cost basis. These positions can be quite volatile and often do not generate much income, if at all.
The financial world has come a long way since those quaint days when the speed of a carrier pigeon decided one’s economic fortune or demise. Electronic trading specifically has improved the speed, efficiency, record keeping and the liquidity of the markets and, importantly, has substantially lowered transaction costs over the last several decades.
