Global Perspective Blog

Posted: Jul 28, 2015
The term “robo-advisor” has been getting so much press lately you’d think we were facing the rise of the machines. Images of an “advisor” who looks and sounds like C3PO from Star Wars asking, “When do you plan...
Posted: Jul 08, 2015
The Valley has experienced a dramatic shift over the years from using the competitive value proposition of stock options to attract and retain top talent, to offering restricted stock units as an attractive enticement. This trend started to...
Posted: Jun 17, 2015
Who enjoys paying taxes?  I think I can say confidently that the answer is no one.  As covered in my article “All About That Basis,” an accurate record of the cost basis of your investments can help you minimize your tax bill...
Posted: Jun 03, 2015
If you died tomorrow, can you guarantee the financial security of your surviving dependents?   For those currently in the asset accumulation stage of life, the untimely death of an income earner can have significant financial impact on the...
Posted: May 18, 2015
Over the last few years, we have seen an uptick in clients borrowing against their investment accounts for short-term liquidity needs such as a larger tax payment or a bridge loan to secure a real estate purchase.  The option of a margin loan...
Posted: May 14, 2015
Real estate, farmland, artwork, closely-held stock of C or S corporations….these are all highly valuable assets, especially here in the Land of Founder’s Stock. If you’re philanthropically minded, it might make sense to consider...
Posted: May 11, 2015
We’ve all heard the horror stories of siblings who are no longer speaking to each other after settling their parents’ estate. The feeling that one child got more than their fair share of assets can serve as “the last straw...
Posted: May 07, 2015
“The secret of success is constancy of purpose.” – Benjamin Disraeli     As a new parent, I am routinely reminded that patience and rational decision making, combined with preparation for a variety of outcomes...
Posted: May 04, 2015
For Sand Hill’s annual Forum event in January, our featured speaker was Frank Abagnale, the acclaimed subject of the best-selling book, Tony Award-winning Broadway play, and Steven Spielberg directed film “Catch Me If You Can.”...
Posted: Apr 30, 2015
"Life imitates Art far more than Art imitates Life." – Oscar Wilde   In the run-up to this year’s Super Bowl, the New England Patriots found themselves playing defense against allegations tied to whether or not...

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