Global Perspective Blog

Posted: Jul 25, 2016
Even at the ripe old age of 100, the Federal Estate Tax – also affectionately known as the ‘death tax’ – is still steeped in controversy.  When it was first instituted in 1916 during the height of World War I, it was seen by...
Posted: Jul 25, 2016
“A goal without a plan is just a wish.” ~ Antoine de Saint-Exupery Change is coming for all of us- no one is immune to it. Life itself is one big transition felt through various life experiences that range in their significance and pleasantness...
Posted: Jul 25, 2016
When the Federal Reserve ended its stimulative bond buying program, commonly known as “Quantitative Easing”, some investors questioned whether the U.S. economy would be able to support itself without additional stimulus. Since that time, the...
Posted: Jul 22, 2016
Use it up, wear it out… make it do, or do without. This old New England proverb is generally good financial advice, especially with big commitments like vehicles. Thus owning an affordable car is usually good practice over the long run. But car...
Posted: Jul 21, 2016
A growing topic of conversation amongst many investors is how to properly think about their investment performance within context of the current environment of historically low interest rates and persistently low inflation.  To answer that...
Posted: Jun 24, 2016
The British Are Leaving!  The British Are Leaving! Following months of debate on the potential impact and ramifications of membership in the European Union, the people of the United Kingdom voted last night to 'leave' in a historic referendum...
Posted: Jun 09, 2016
For the third consecutive year, Barron’s has named Jane Williams, Sand Hill Global Advisors’ Chairman, to the list of 2016 Top 100 Women Financial Advisors in the country. Ms. Williams, who is a co-founder of the firm, earned the eleventh position...
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...

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