Global Perspective Blog

Posted: May 02, 2017
With Republicans controlling both the White House and Congress, there is an increased likelihood of tax reform legislation hitting the debate floor.  Proposals by President Trump and the House Ways and Means Committee appear to support the...
Posted: May 02, 2017
With another year in the history books and equity markets off to a strong start in 2017, we can’t help but reflect on the Federal Reserve’s role in this elongated period of appreciation in the stock market.  Recently, the improvement in the...
Posted: May 01, 2017
The decision to move into a Continuing Care Retirement Community (CCRC) is a major life event that warrants careful planning to ensure long term financial sustainability. Certainly, there are personal and emotional considerations to explore when...
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
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 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...

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