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.
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.
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?
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.
When we are young, it is challenging to appreciate an aging process that results in loss of mental capacity and/or death of our loved ones. This happens to some of us more quickly than others.
If you have recently purchased or are considering a secondary residence for use as a short-term rental or personal vacation home, you might be curious about the possible tax breaks and whether or not you can deduct your mortgage interest.
Longevity risk is particularly troubling for pension funds and life insurance companies, where increasing life expectancy trends among pensioners and policy holders threaten to result in ultimate payout levels much higher than originally estimated.
A primary goal of many affluent families is to pass assets to their beneficiaries in such a way as to not lose significant portions of that wealth to gift or estate taxes. This is a crucial part of wealth management and estate planning.
If you are interested in diversifying your portfolio and would like to remain cost and tax conscious, index funds may be a great solution! The question you may be asking is, “What are index funds?”
People are living longer. This is generally a good thing. But how does this affect us financially? Can we afford it? Nowadays, people could be living in retirement for 40 years or more.
In the current political environment, all eyes are focused on what possible new estate tax changes might become law given the new administration’s campaign proposals.
It’s one of the biggest life events anyone can achieve. You’ve successfully navigated a long and fulfilling career and your reward awaits: the blissful stage of retirement. Remember that last final in college? That feeling of freedom?
