Global Perspective Blog

Posted: Mar 10, 2014
When news of the security breaches at Target and Neiman Marcus broke, many people, myself included, immediately thought, “Did I do any holiday shopping at either of those stores?!” followed by “What do I do now and how do I...
Posted: Feb 24, 2014
It is becoming a common occurrence to see new clients of Sand Hill arriving with excess baggage in tow. By baggage, I am referring to: 1) Assets held at multiple brokerage firms, 2) in multiple accounts, 3) registered with incorrectly titled names...
Posted: Feb 17, 2014
We are humbled by the philanthropic nature of our clients and community. In 2012, (the most recent year statistics are available), charitable contributions from American individuals, corporations and foundations increased for a third straight year...
Posted: Feb 10, 2014
For those who reached the age of 70 ½ and are required by the IRS to take a mandatory distribution from their tax deferred retirement accounts, the first quarter of the year provides a good planning point to determine the most effective way...
Posted: Feb 04, 2014
The beginning of any new year is a time for resolutions, like eating well, exercising, and flossing regularly. It is also a good time to think strategically about your financial life and, if necessary, resolve to implement a seasonal planning...
Posted: Jan 28, 2014
This year Sand Hill Global Advisors will celebrate its 32nd anniversary serving families and organizations here in the Bay Area.  Over the years, we’ve built deep relationships with many attorneys, CPA’s, and other advisors with...
Posted: Jan 23, 2014
“It was on this day when a solemn vow was made that the peacock became the great object of admiration, and whether it appeared at the banquet given on these occasions roasted or in its natural state, it always wore its full plumage …...
Posted: Jan 17, 2014
While domestic markets reached all-time highs in 2013, emerging markets stumbled and declined just over 2% for the year in comparison to the 27% returns in international developed markets.  On an absolute basis this doesn’t seem so bad...
Posted: Jan 13, 2014
A neighbor growing up used to say that the “best thing about retirement is Monday morning.”  While this may be true, as I write this - knee deep in a work day morning – it occurs to me that having a strategy that maximizes...
Posted: Jan 06, 2014
Estate planning is much more involved and offers more benefits than simply a plan to reduce your tax bill.  In addition to issues that affect your family and control of your assets after your death, estate planning must also account for...

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