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
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
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
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
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report on August 28, 2019 to discuss interest rates and the current state of the bond market. Her commentary begins at the 1:45 mark in the video. The content was produced and provided by an unaffiliated third party entity. We are providing this … Continued
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 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
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