Global Perspective Blog

Posted: Apr 27, 2015
John F. Kennedy once said, “Let us never negotiate out of fear. But let us never fear to negotiate.” For those going through the dissolution of a marriage, the quote highlights an important principle that can help navigate the process...
Posted: Apr 23, 2015
In the entrepreneurial environment of the Bay Area, we spend a great deal of time looking forward: what’s the next big idea, when will we see the next mega IPO, who will emerge as the next superstar visionary?  It seems like the only...
Posted: Apr 23, 2015
“Travel: It’s the only thing you can spend money on that will make you richer.” Anonymous   Whether you’re planning that really special splurge-worthy trip or considering private jet travel as a new mode of...
Posted: Mar 03, 2015
Big, expensive, “full-service” health care policies may seem like the first choice for affluent individuals who may feel that they can afford such a policy. After all, why not pay for the most coverage available?   With...
Posted: Mar 03, 2015
As financial advisors to a broad variety of clients, it is common for us to work with clients with all levels of career experience who are earning income as freelance or self-employed workers.  While many of us are familiar with company-...
Posted: Feb 19, 2015
While you are probably familiar with the term cost basis, it is not likely something you think about very often.  In fact, you may only think about cost basis information when asked for it by your Sand Hill Wealth Manager or CPA. Cost basis...
Posted: Feb 19, 2015
For those who want to pursue inter-generational transfers of wealth to assist their family while they are still living, two rather simple techniques stand out for their general ease and effectiveness; annual exclusion gifts and 529 plan...
Posted: Feb 10, 2015
Oil finished 2014 down a massive 46% - making it the worst performing asset class of 2014.  In The Wall Street Journal’s January 2014 economic forecasting survey, economists predicted oil would finish the year at approximately $95 a...
Posted: Feb 10, 2015
“Damn the torpedoes, full speed ahead!” – Admiral Farragut (paraphrased), August 5th, 1864   In the final year of the American Civil War, as part of a larger effort to blockade Confederate ports, Admiral Farragut...
Posted: Jan 30, 2015
I recently came across an article discussing an interesting question: If you could give your college-self one piece of advice, what would it be? Surprising or not, results came back almost 100% centered around finances, covering topics like...

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