What to Make of the Yield Curve Inversion

Being upside-down, or inverted, can be disorienting as it defies gravity, and the sudden shift in balance can be dizzying and uncomfortable. In late March, the bond market encountered its own unsettling inversion when the yield on the 10-year Treasury dipped below the yield on the 3-month Treasury for the first time in over a … Continued

A Turbulent Ride

The last six months have been a turbulent time in the financial market as we endured the two most extreme return quarters for the S&P 500 since the financial crisis. If you are asking yourself, “What happened?!”, you’re not alone. Few experts predicted a year of negative stock market returns in 2018 given the favorable … Continued

Global Recovery Discussion on CNBC’s Halftime Report | April 24, 2019

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report panel to discuss the global recovery and where markets go from here. Brenda’s commentary begins just after the 1:00 mark. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and … Continued

Discussing the Impact of a Possible U.S. – China Trade Deal on Markets During CNBC’s Halftime Report | February 22, 2019

Watch Brenda Vingiello, Sand Hill’s Chief Investment Officer, during her February 22nd appearance on CNBC’s Halftime Report. She once again joined the panel to discuss the possible impact of a U.S. – China trade deal, corporate earnings, currency and global growth. The content was produced and provided by an unaffiliated third party entity. We are … Continued

Global Trade Discussion on CNBC’s Halftime Report | February 21, 2019

In the clip, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, once again returns to CNBC’s The Fast Money Halftime Report panel to discuss the markets and reaction to the current U.S.-China trade talks. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only … Continued

2018 – Making Lemonade From a Lemon

Last year was a year many in the investing world would rather forget as investors were tested with two double-digit stock market corrections that felt particularly jarring following 2017, a year when volatility was abnormally low. These significant market pullbacks inevitably test the ability of both professional and amateur investors alike to maintain conviction and … Continued

Staying Calm in the Volatile Markets

There really is nothing quite like price to change investor sentiment. Year after year, short-term traders make emotional decisions at the wrong moments, either fearfully selling as markets come under extreme pressure or eagerly buying after markets reflect overly optimistic outcomes. From the stock market melt-up at the start of 2018 to a near melt-down … Continued

Opportunity Zones: What Are They and When Should I Care?

What are they? Opportunity Zones were created by the Tax Cuts and Jobs Act of 2017 (TCJA). According to the IRS, an Opportunity Zone is “an economically-distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment.” States and territories were quick to take advantage of this chance to encourage local … Continued

2019: New Year, New (Financial) You

There is no better time than the first few months of the year to utilize the momentum of the season to ensure your financial health is given proper attention. To kick off the process, you must first take a moment to reflect on 2018 to determine what is working and what needs attention. From there, … Continued