July 14, 2020 In just the first half of 2020, investors have faced a multitude of concerns, paramount of which are the health and safety of loved ones and the resiliency of their investment portfolio. It goes without saying that any investor watching the markets decline should rightfully check in on the state of their … Continued
April 28, 2020 Early into 2020, we experienced two rare events which have dramatically increased volatility and disruption in global economies. Along with economic disruption comes weakness in financial markets and an innate urge to exit investments, often when the stress has peaked. Although adjustments to investment portfolios are sensical, a complete exit, in our … Continued
April 28, 2020 In the book Good to Great, author Jim Collins coined the term Stockdale Paradox to describe a powerful psychological duality that seems to be shared by many successful business management teams in dealing with adversity. The name refers to Admiral James Stockdale, who was the highest-ranking United States military officer at the … Continued
April 28, 2020 In stark contrast to the strong economic trends that were in place earlier this year, the threat of COVID-19 and the corresponding government response to effectively stop all business activity, except essential services, has resulted in a deep global recession. GDP in the U.S. is projected to decline significantly in both the … Continued
In the video below from CNBC’s Halftime Report on January 31, 2020, Sand Hill Chief Investment Officer, Brenda Vingiello, CFA discusses how to approach the market volatility. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not imply that … Continued
January 31, 2020 Odds are the average person does not spend a lot of time thinking about monetary policy, but what central banks have done over the last decade should not be overlooked or taken for granted. Economically speaking, this past decade will go down in history as being the decade of central bank intervention … Continued
January 31, 2020 Can you believe that the first iPad was introduced in April of 2010? Yes, it really was only ten years ago! Even as we celebrate the new year and new decade and what’s to come, stopping to think for a moment about what has changed over the last decade can be an … Continued
In the video from CNBC’s Halftime Report, Sand Hill Chief Investment Officer, Brenda Vingiello, CFA discusses the sustainability of the year-end 2019 market rally into the new year. Brenda’s commentary begins at the 4:47 mark. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience … Continued
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, during her November 14, 2019 appearance on CNBC’s Halftime Report. In the above video, the panel discusses the recent downgrade of Apple, Inc. to a sell rating. Brenda’s commentary begins at the 2:26 mark. The content was produced and provided by an unaffiliated third party entity. … Continued
The performance derived from individual stocks can be amongst the most rewarding portions of an investment portfolio. However, whereas a highly curated and diversified stock portfolio is more likely to provide a durable return, a smaller list of concentrated holdings may lead to a less appealing outcome. In this piece, we highlight the potential drawbacks … Continued