“Things are strongest where they’re broken.” – Louise Penny I began drafting this newsletter about the Federal Reserve in early January. The quote above is from an author I like, and at the time, it felt reflective but abstract. A few weeks later, it became far more literal when my dog injured his leg and … Continued
The beginning of any new year is a natural moment for reflection and often renewed optimism, as we celebrate achievements, learn from mistakes, and consider what the coming year ahead may hold. Over the past year, in particular, there was much change on many fronts, especially in financial matters, and investors who looked beyond the noise of the moment and instead remained focused on economic fundamentals and managed through some severe bouts of market volatility early in the year were ultimately … Continued
Family governance is not a document you complete once and file away. It is a living system that grows and adapts just as the family itself does. When families revisit their mission, values, and roles regularly, they keep clarity and trust at the center of their financial life. Reviewing and Evolving Governance Wealth and relationships … Continued
Strong family governance begins with something simple but often overlooked: clarity. Clarity about what the family stands for, where it wants to go, and how decisions will be made along the way. Families who take the time to define their shared mission, vision, and values build a foundation that turns financial success into something far … Continued
When you work with a wealth advisor, investment and financial planning experience is expected. But what truly defines an exceptional advisory relationship is something deeper: genuine care for the person behind the portfolio. Great advisors do more than design strategies or review performance reports. They lean in. They take the time to understand what matters … Continued
There’s an old saying that the best time to plant a tree was 20 years ago, and the second-best time is today. The same holds true for financial and estate planning. Life moves quickly, and the urgent often overtakes the important. Yet every small action you take today, reviewing your investment strategy, updating estate documents, … Continued
Inheriting a lump sum can be a life-changing event, and it’s essential to approach it with careful consideration and planning. As experienced financial planners, we understand the weight of this situation and the importance of making informed decisions. As a starting point in your decision-making, let’s discuss the first 10 steps to take when you … Continued
Owning a home brings unique considerations, especially for some properties valued over $5 million in California. It is important to stay informed about the latest changes in laws and regulations that may impact your financial decisions. In this article, we will delve into three updates for 2024 that could impact your property. First, let’s discuss … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joins Jenny Harrington on “Halftime Report” to go over their most recent portfolio moves. Brenda’s commentary begins at the 1:37 mark. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not … Continued
Brenda Vingiello, Sand Hill Global Advisors CIO, joins ‘Squawk Box’ to discuss the latest market trends ahead of the opening bell. Her commentary begins at the 36 second mark. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not … Continued