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
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report panel this week to discuss the U.S.-China trade war and its impact on Apple and global markets. Brenda’s commentary begins at the 1:07 mark. The content was produced and provided by an unaffiliated third party entity. We are providing this video as … Continued
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
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
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
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
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
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA during her March 14, 2019 appearance on CNBC’s Halftime Report. In the video, the panel discusses how stability of iPhones in China could impact Apple. Brenda’s commentary begins at the 6:05 mark. The content was produced and provided by an unaffiliated third party entity. We are … Continued
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