What’s Your Special Purpose?

April 22, 2021 From 1996 to 2018, the number of publicly listed companies in the United States fell by more than 45%. This stunning statistic is the result of ongoing mergers and acquisitions, plus the vast amounts of capital available to private companies and the perceived regulatory hurdles associated with going public. Not since the … Continued

The American Jobs Plan

April 20, 2021 President Biden recently introduced The American Jobs Plan, his proposal to address our country’s aging infrastructure, which many could agree is in need of improvement. The bill, estimated to cost around $2 trillion dollars, includes approximately $600 billion for transportation infrastructure upgrades alone, which studies show many Americans support. Additional infrastructure upgrades … Continued

Why Remaining Tactical is Important in the Current Market Environment | CNBC Halftime Report | March 24, 2021

During her March 24, 2021 appearance on CNBC’s Halftime Report, Brenda Vingiello, CFA, discusses the current market environment and the need to remain tactical with investment decisions as we continue to navigate the impact of the pandemic and the possibility of rising interest rates and inflation. The content was produced and provided by an unaffiliated … Continued

Where Might Investors Shift If More Stimulus Is Enacted? CNBC’s Halftime Report | February 19, 2021

On February 19, 2021, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again. In the below clip, Brenda addresses the question of which sectors may benefit from rising interest rates and additional economic stimulus. CNBC’s Scott Wapner directs this question to Brenda beginning at the 3:30 mark. The … Continued

Is 70/30 the New 60/40?

February 2, 2021 Since the 2008 Financial Crisis, many prognosticators have prematurely anticipated the end of the 60/40 portfolio—the well-established strategy of investing 60% of your portfolio into stocks and the remaining 40% into bonds. In our view, their inopportune call was shaped by the extreme nature of that experience, which led to widespread forced … Continued

What a New Administration Could Mean for Municipal Bonds in 2021

February 2, 2021 Municipal bonds ended a volatile 2020 with broad market indices up more than 5% for the year. With a new incoming administration, we now set our sights on what potential changes lie ahead for the muni market. At roughly $4 trillion in size, the national muni market is a vital part of … Continued

Back to Basics in a Complex World

February 2, 2021 Last year was unlike any other year in modern history as it was filled with emotion and uncertainty, yet it also showcased just how adaptable we can be as technological adoption accelerated and changed the way we did almost everything, seemingly overnight. Many new developments—such as telemedicine, widespread eCommerce, and Messenger RNA … Continued