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
As a professional in the tech industry, your work may involve innovation, cutting-edge technology, and rapid growth. However, navigating the world of personal finance requires a different set of skills. At Sand Hill Global Advisors, we understand the unique financial challenges faced by tech workers and offer tailored investment strategies to help you make the … Continued
March 22, 2021 Sara Craven, Chief Wealth Manager and Shareholder at Sand Hill Global Advisors, speaks with Sara Calitri, Chief Operating Officer, and David Goodman, Chief Revenue Officer, of Private Flight Advisors about the top 5 benefits of private jet travel. These reasons include: Safety (@2:31) , Efficiency (@3:24), Flexibility (@4:11), Experience (@5:03) and Cost … Continued
During her September 14, 2020 appearance on CNBC’s Halftime Report, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, addressed the question “Is the coast clear to buy more tech stocks?” Click the video below to watch: The content was produced and provided by an unaffiliated third party entity. We are providing this video as a … Continued