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.
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.
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.
Joint ownership of an account can complicate how capital gains are dispersed and who is responsible for the taxes involved.
Dual residency is for many, an excellent way to get the most enjoyment out of your assets. Having two homes in different parts of the country allows for maximum freedom in your lifestyle, and perks abound, depending on your interests.
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.
For the better part of the last decade, Central Banks around the world have battled deflation as globalization, technological innovation, and slow economic growth have weighed on prices.
We all want our financial journey to be clear, straightforward, and dependable. We want our growth to follow a steady upward trajectory with no surprises, anchored in wisdom and unshakeable strategy.
When it comes to finances, everyone has a unique situation and a diverse collection of personal goals. Meeting those aspirations can be difficult in the best of circumstances, but navigating relentless change can make things challenging.
Setting aside political forecasts and competing ideologies, recent history has shown both parties have contributed to present conditions, often by ignoring spending constraints while at the same time lamenting the steady rise in national debt.
A GRAT may sound like a character from a Dr. Seuss book, but in reality, it is a great estate planning tool for clients with large estates who are concerned about paying gift and estate taxes. A Grantor Retained
As the COVID-19 pandemic spreads across the globe, the poorest and most vulnerable members of society are being hardest hit and most likely will be the slowest to recover. They are in need of generosity
Although equity markets are down significantly from their highs just a month ago, there are various personal financial planning strategies that could warrant immediate attention.
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.
The option of a margin loan has been more attractive due to historic low interest rates and a more restricted operating environment for banks.
