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.
Chefs, from the classically trained to the rock-and-roll celebrity types, cling tightly to the concept of mise-en-place when running their kitchens. French for ‘putting in place’ and a concept derived from the military, mise-en-place is the tightly coordinated planning and organization of the inputs needed to precisely execute the production of a meal.
If you’re in the market for an electric vehicle (EV), you’re probably already aware that the recently signed Inflation Reduction Act puts into place some new rules around EV tax credits—some of which make it harder to claim the full credit after the end of this calendar year. But with some careful financial planning, and a little bit of research, you can still offset the cost of your purchase significantly.
A Generation Skipping Trust is an irrevocable trust utilized to transfer significant wealth from the grantors (trust creators) to their grandchildren (or anyone at least 37.5 years younger). Doing so skips their own children, known as the “skip generation”, by passing the wealth directly to the grandchildren.
For founders, early-stage employees, and executives alike, the opportunity for a sizable personal liquidity event is the result of considerable talent, tremendous amounts of work, and a little bit of luck. But while building a company or product has brought them to the doorstep of an IPO or sale of a concentrated position, it’s at the end of the journey where operational execution is required to harvest the full rewards of their efforts.
A sleepy area of the bond market known as Series I Bonds has exploded in popularity this year, catching the attention of investors with its eye-popping 9.62% current yield. In a year in which most asset classes have delivered negative returns, a stable, predictable government guaranteed savings bond may seem appealing. And yet, while there are real benefits associated with I Bonds, there are also nuisances and limitations that investors should be aware of before getting too excited about investing in them.
Talking to your children about money and finances is one of the most nuanced topics parents can encounter. It often feels taboo and some parents do not feel equipped to tackle the topic. But with a little finesse, patience, and a proactive approach, talking to your kids about finances does not have to be so daunting.
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.
When you consider your future retirement, you may have specific ideas and preferences in mind. Perhaps one such preference is retiring in another country. While doing so can be full of fascinating possibilities and great happiness, there are specific things to be keenly aware of when structuring your successful retirement plans.
Sound financial college planning is so important and understanding best practices for doing so will help you make the best decisions.
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.
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 the benefits of moving to a state with no income tax? Why do some states not have income tax?
Although many consider the first NFT (non-fungible token) to have been created by digital artist Kevin McCoy in May 2014, the concept did not gain much public awareness until the launch of Cryptokitties, a blockchain-based virtual game in which players adopt, trade, and raise virtual cats in 2017.
For many industries, the decline of service and the co-opting of customers into part-time staff has dressed cost cutting up in the guise of flexibility, efficiency, and consumer choice; but it doesn’t have to be that way.
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.
