Global Perspective Blog

Posted: Apr 05, 2017
Palo Alto, CA, USA – WEBWIRE – Wednesday, April 5, 2017 Sand Hill Global Advisors, a provider of wealth management services in Silicon Valley, announced today that Co-Chief Investment Officer Brenda Vingiello, CFA has been promoted...
Posted: Mar 23, 2017
Good news: It’s only March and your tax return has been filed!  Bad news: It wasn’t by you.  It’s a problem that is all too common these days and one that unfortunately could affect you this tax season.  You try to file your tax...
Posted: Mar 16, 2017
In the alphabet soup of estate planning jargon, the acronym QPRT is one of the more familiar — if not fully understood — terms and it represents a popular and rather common technique for potentially passing significant wealth amongst generations...
Posted: Mar 09, 2017
Palo Alto, CA, USA – WEBWIRE – Thursday, March 9, 2017 Sand Hill Global Advisors, a provider of wealth management services in Silicon Valley, announced today that Director of Operations Anthony Craun, CFA, has been promoted to the...
Posted: Feb 17, 2017
Recently a client asked about the short rebate and whether it was to blame for disappointing hedge fund performance.  We thought we would write about it here in case there were others with the same question. What is the short rebate? When a...
Posted: Jan 31, 2017
Palo Alto, CA – WEBWIRE – Tuesday, January 31, 2017 Sand Hill Global Advisors, a provider of wealth management services in Silicon Valley, announced today that Senior Wealth Manager Sara Craven, CFP®, has been promoted to the role of...
Posted: Jan 31, 2017
Forecasting in 2016 was a tough business to be in given the wild year politically, the meaningful jump in interest rates - and rising geopolitical uncertainty broadly.  It is hard to imagine the U.K. decision to leave the European Union or the...
Posted: Jan 30, 2017
Are you thinking of starting a business but do not have enough capital?  Consider creating a family limited partnership (FLP).  By pooling funds with family members you can open a business not otherwise possible due to lack of money or...
Posted: Jan 30, 2017
We have lost several well-known artists this past year: David Bowie; Alan Rickman; Glenn Fry; Harper Lee; Garry Shandling; Prince; Gene Wilder; George Michael; and most recently Carrie Fisher and her mother Debbie Reynolds.  These names are a...
Posted: Jan 30, 2017
There has been great controversy lately about regulatory changes impacting the financial industry.  One set of new rules in particular - the Department of Labor’s extension of the fiduciary standard to all those companies and agents providing...

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