Global Perspective Blog

Posted: Jul 28, 2015
Eight centuries ago, in a muddy field near the royal fortress of Windsor Castle, the unpopular King John was forced to strike one of history’s most important bargains.  A group of rebellious barons, resentful of his heavy-handed rule...
Posted: Jul 28, 2015
Home ownership has long been appealing to families, not only because it fulfills a “dream” but also because home ownership has favored status in the tax code. As with many personal financial matters, purchasing a home cannot be reduced...
Posted: Jul 28, 2015
“What good is the warmth of summer, without the cold of winter to give it sweetness?” – John Steinbeck   Living in the Bay Area we can easily forget just how harsh winter can be.  However, when economic trends began...
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...

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