CNBC Halftime Report: The Importance of Earnings Growth | February 28, 2022

On February 28th, Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to discuss recent market volatility. She discusses why earnings growth is an important factor that supports the performance of the stock market and why diversification is important in this environment. Brenda’s commentary begins at the 3:20 mark. The content was … Continued

CNBC Halftime Report: The Importance of Company Fundamentals To Performing Through Market Volatility| February 2, 2022

On February 2nd, 2022, Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to share her insights on the markets. With the return of market volatility in recent weeks, she highlights how strong company fundamentals and earnings growth will be the driver of returns this year, less so value expansion. Brenda’s commentary … Continued

Onward and Upward

January 27, 2022 Over the holidays, I watched a documentary called ‘The Rescue’ that recounts the incredible 2018 rescue effort of a young soccer team trapped deep in a cave system in Thailand. It’s an inspiring story about the heroic divers who swam for hours in complete darkness in narrow underwater caves and murky waters, … Continued

Ringing in the New Year with Fireworks

January 27, 2022 The beginning of any new year is typically a time of hopeful resolutions as we reflect and strive to improve upon the shortcomings of the prior year. Moreover, in the case of ringing in 2022, we were very much longing to see a general return to pre-pandemic norms. Unfortunately, the immediate start … Continued

CNBC Halftime Report: The Importance of Fundamentals and Pricing Power in 2022 | January 20, 2022

On January 20, 2022, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss recent market volatility and possible upcoming Federal Reserve action. In the below clip, she highlights how strong company fundamentals and pricing power will be important considerations when investing this year. Click on the … Continued

Remaining Diversified & Discussing the Possible Impact of the Omicron Variant | CNBC Halftime Report November 29, 2021

On Monday, November 29, 2021, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss the possible impact of the new Omicron variant on the markets and economy. She highlighted the importance of maintaining a diversified portfolio as the world continues to learn more about the new … Continued

Navigating the Waves in Individual Stock Investing

November 2, 2021 So far in 2021, the equity market has embraced more themes, memes, and extremes than have been seen in the public markets in recent history. If one were to compare the 2021 oscillations of the stock market to a movie, it might be difficult to agree on a genre, but most would … Continued

What Is an Index Fund?

November 2, 2021 If you are interested in diversifying your portfolio and would like to remain cost and tax conscious, index funds may be a great solution! The question you may be asking is, “What are index funds?” Index Funds are portfolios of stocks, bonds and other asset classes. They are designed to parallel the … Continued

Living in the Age of Uncomfortable Change

November 2, 2021 During the last several decades, the world benefitted from considerable positive change as the advent of the internet, smart phones, and immunotherapies—to name a few—altered the way we did things and made our lives easier. Ironically, this may have contributed to making the last two pandemic-impacted years feel so unsettling. If there … Continued