Global Perspective Blog

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...
Posted: Dec 12, 2013
Much like the annual visit to the doctor’s office, year end is a good time to review the state of your financial health. Here at Sand Hill Global Advisors, we regularly discuss these topics with clients, as they are important reminders...
Posted: Nov 26, 2013
In my 15 years of working with clients at Sand Hill Global Advisors, the topic that comes up more than any other is retirement planning. For many clients, there is excitement surrounding retirement. For others, there is concern as they begin to...
Posted: Nov 18, 2013
As the buzz of activity surrounding schools and universities increases, we’re reminded of the planning required to effectively save for our children’s higher education.  The options currently available to families interested in...
Posted: Nov 08, 2013
The media is overly focused on propagating a falsehood, specifically, that bonds are now riskier than stocks.  This is sensational financial journalism at best and, at its worst, potentially retirement damaging advice. It is a universally...

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