Global Perspective Blog

Posted: Jun 02, 2016
When you think of the word ‘frozen’, several images probably come to mind fairly quickly: characters from the Disney movie, frozen yogurt, the east coast during winter… but it’s very unlikely that you thought of frozen credit. That’s right, freezing...
Posted: May 09, 2016
The State of California holds more than $8 billion in unclaimed funds on its books. States all over the country are running massive surpluses of orphaned accounts. These funds are the result of bank and investment accounts being left behind or...
Posted: Apr 26, 2016
The decade leading up to the Great Depression was a period of significant technological advancement, broad cultural achievement and well-documented economic prosperity. Often overlooked, however, was that it was also a period of deep grief in...
Posted: Apr 26, 2016
Since 1993, the federal government has incentivized investment in small businesses through favorable tax treatment in order to keep the economic engine running.  Those efforts have proven successful, as small businesses created nearly two...
Posted: Apr 26, 2016
Sand Hill hosted its first annual Forum back in early 2009 during the depths of the most severe financial crisis in generations, in order to provide timely insight and information to help address that difficult period. We have since then tackled...
Posted: Apr 26, 2016
There are many “it’s never too late” quotes about life. It’s never too late to be happy, to say you’re sorry or to fall in love. Unfortunately, purchasing insurance is one instance where you can be too late, which is why it’s important to review...
Posted: Apr 26, 2016
In Wall Street’s eyes, there are few things more troubling than uncertainty, which has been in no short supply during this current economic cycle. The severity of the recession, the slow recovery, atypical reaction of some asset classes and the...
Posted: Apr 20, 2016
“He who will not economize will have to agonize.” - Confucius (551 BC - 479 BC) For thousands of years people have been told to adhere to a budget, and today the thought seems as daunting as ever. This can be especially true for those who live in a...
Posted: Mar 23, 2016
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 17, 2016
Utilizing Home Equity to Meet Long-Term Needs and Objectives   The term downsizing typically connotes difficult decisions, often conjuring up images of harsh corporate layoffs. But downsizing also commonly describes the sensible and often...

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