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 donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity that allows a donor to contribute, receive an immediate tax deduction, and recommend grants to charitable 501(c)3 organizations from the fund over time. There are several considerations when using a DAF that will help you make the most of their benefits.
Brenda Vingiello, CFA, Sand Hill’s Chief Investment Officer, made a guest appearance on CNBC’s Closing Bell to discuss the tech companies she believes has more upside potential.
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel at the New York Stock Exchange to discuss Amazon’s earnings. Her commentary begins at the 1:17 mark.
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel at the New York Stock Exchange to discuss her view on Apple’s earnings and the company’s future. Her commentary begins at the 2:26 mark.
Earlier this year, two seemingly unrelated events took place at opposite ends of the technological spectrum. While a countless number of people were amused by the parlor tricks of ChatGPT and its artificial intelligence abilities, a smaller group of Silicon Valley residents were suffering financial losses from the manipulation and forgery of checks stolen from the U.S. Mail.
The last several years have been full of unexpected surprises, with the most recent one being the lack of a recession given that many economists had been repeatedly predicting that one was surely just six months away.
There are countless reasons for building an Accessory Dwelling Unit (ADU) on your existing property. Defined as a self-contained residential unit located on the same lot as an existing single-family home, these units can be ideal for many scenarios.
It is human nature to want to avoid loss and instead seek refuge in something that feels safe. After the very pronounced and painful market declines of last year, a new wave of participant risk aversion flooded markets as investors piled a record amount into money market funds, where $5.4 trillion of it remains as of early July.
For many of my clients approaching their retirement years and beyond, this question is a common one: How will I pay for my long-term care if and when I need it?
Despite the growing list of issues that seem to separate California and Florida these days, there is one area that they have very much in common… severe and widespread natural disasters, and especially the adverse financial impact that these events are having on the availability of homeowners insurance.
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, made a guest appearance on CNBC’s Closing Bell on April 27, 2023 to share her views on Amazon ahead of the company’s reporting earnings.
With the multiple levels of support thrown at global economies and capital markets post 2019, many have forgotten what an economic cycle is, and many are too young to have experienced one.
If you are in the midst of a severe medical emergency and you are by yourself, how will an emergency medical professional know your blood type, any medications you might be taking and the dosage, and if you have children or pets at home that need care if you become hospitalized or incapacitated?
In the investment arena, there is another unwelcome “S” word that most people prefer not to speak of. That word is stagflation.
In recent years, the U.S. retirement system has faced intense pressures. According to a Federal Reserve survey, in 2021, only 75% of non-retirees have any retirement savings whatsoever. To add to that, only 40% feel that their retirement savings are on track.
Social media has transformed our lives, so much so that it has gained a sort of legitimacy as a means of communication and information sharing. Many “internet celebrities” have ridden this wave, despite having little to no background or expertise in the areas related to their posts.
Recent events in the banking world have once again highlighted the importance of understanding how Federal Deposit Insurance Corporation (FDIC) insurance covers deposits, which prompts similar questions about how investment assets are treated in the event of a brokerage firm (broker-dealer) failure.
For those new to the relatively recent and rather profound paradigm shift in internet search, the next generation of chatbots can realistically simulate human conversation by mining huge samples of texts and images available on the internet.
2022 saw a dramatic rise in interest rates, including rates on home mortgage loans. The rise was so swift that many potential home buyers were quickly priced out of the market. As the mortgage landscape has shifted from the historically low rates we all enjoyed these past few years, it is important to understand an important nuance of how home loans work prior to stepping back into the market.
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined CNBC’s Squawk Box on March 20, 2023 to share her views on the Fed’s interest rates plan.
