You Are Experiencing Peak Free

For those of you who wake up, ambitiously squeeze in a workout on your Peloton bike before taking an Uber to your shared workspace at WeWork, where you then order your food through DoorDash before catching a Lyft ride home – you are participating in an urban ecosystem of convenience that presently loses, by most … Continued

Information Overload

Living in the Silicon Valley probably makes it easy to forget just how much technology, and the speed at which information is disseminated, has changed our lives over the last several decades. When I first started in the finance business, most of the information used to make investment decisions came via regular mail, fax machine … Continued

IPO Market Discussion on CNBC’s Halftime Report | September 27, 2019

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, and the entire CNBC Halftime Report panel as they discuss the current IPO market and how private valuations are being impacted by the public marketplace. Brenda’s commentary begins at the 3:08 mark in the video. The content was produced and provided by an unaffiliated third party … Continued

Are We There Yet?

Perhaps nothing reminds us more of summer than a family road trip where children, and often adults, become impatient after many hours on the road and begin to wonder, or loudly whine, “Are we there yet?” This summer we have another reason to ask ourselves a version of this classic question. As of the end … Continued

Tax-Loss Harvesting – A Silver Lining of Market Downturns, but Not a Silver Bullet

Tax-loss harvesting has been a major topic of conversation the past few years as strong equity returns have left portfolios with sizable unrealized gains. Opportunities to offset capital gains have presented themselves, as witnessed by last year’s severe market decline in December and the resulting frenzied activity to capture losses. While offsetting capital gains with … Continued

Netflix and Disney Discussion on CNBC’s Halftime Report | July 18, 2019

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, during her July 18, 2019 appearance on CNBC’s Halftime Report. In the video, she discusses Netflix and Disney’s business models following Netflix’s earnings report. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and … Continued

Seeing 20/20 into 2020?

Following the market’s swoon last year, many investors became convinced that a recession was lurking right around the corner. After all, the stock market has proven to be a fairly reliable leading indicator before – and a steep sell-off is rarely just noise. Yet, the Federal Reserve quickly reversed course, stock markets responded with their … Continued

Time Is Money

Once again, the US – and about 70 other countries worldwide – recently went through the annual spring-forward ritual of moving clocks ahead one hour, and they will all fall back a similar amount later this year. Change is in the air, however, to eliminate this long-standing practice. The EU is currently evaluating a permanent … Continued