Rule 10b5-1 trading plans have garnered more attention in recent months as some high-profile IPOs have occurred or are rumored to be coming soon. But what exactly are these specialized trading plans? 10b5-1 plans can help corporate executives, company insiders, and employees with access to material nonpublic information (MNPI) sell company stock in a structured … Continued
Press 3 for customer service. Please go to our website for your requested information. Hi, I’m Alex, let’s get you started with a chat. Over the last twenty years, the use of such automated phones, deflections to websites and ”friendly’’ chatbots have all degraded the basic customer experience and consumers are surely skeptical of any … Continued
As the year-end approaches, now is an ideal time to review strategic planning opportunities and preview what lies ahead in 2023. We encourage you to discuss these planning topics with your Sand Hill Wealth Manager. Retirement Planning In 2023, retirement plan contributions for 401(k)s, 403(b)s, and most 457 plans will increase to $22,500 with an … Continued
July 28, 2022 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 … Continued
January 27, 2022 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. And it really piqued … Continued
February 26, 2021 Below is a transcript of the video interview. Kristin Sun: Welcome, everyone, to another episode of the Sand Hill Interview series. I’m Kristin Sun, Senior Wealth Manager and Shareholder here at Sand Hill. And I’m joined by my colleague, Mark Strahs, Sand Hill’s Co-Chief Investment Officer and Shareholder. And we’re going to … Continued
February 4, 2021 “When I bestride him, I soar…” -Shakespeare, Henry V There is no question that horses and humanity are inexorably linked. The first archaeological evidence of people domesticating horses dates as far back as 3500 B.C.E. And despite the fact that tractors and cars have replaced horses for work and travel in the … Continued
January 11, 2021 Below is a transcript of the video interview. Elizabeth Cody: Hi everyone. Welcome to another episode of the Sand Hill Interview Series. In this series, we’re going to be speaking with subject matter experts and thought leaders on all things related to complex wealth situations. My name is Elizabeth Cody. I am … Continued
October 14, 2020 As the capital markets have gone through turmoil in 2020 due to the global pandemic, significant portions of the equity universe have been able to hold steady and, in many cases, thrive. While many investors have benefitted by purchasing winning stocks in their portfolio, others are fortuitously exposed to public companies due … Continued
August 24, 2020 Below is a transcript of the video interview. Sara Craven: Welcome, everyone, to another episode of the Sand Hill interview series, where we discuss the science and art of navigating complex wealth. In this series, we speak with subject matter experts and thought leaders around all things pertaining to managing and dealing … Continued