Cutting Through the Noise:  Insights and Outlook for the Year Ahead

The start of a new year often inspires reflections on the past, with renewed effort to apply any lessons we’ve learned to try to anticipate what the future might bring. In the realm of financial markets, learning never stops, and one of the most significant lessons from the past five years or so—which includes the … Continued

Final Rules for Inherited IRA Owners in a Post-SECURE Act World

Between now and 2045, Cerulli Associates estimates that more than $80 trillion in wealth will be transferred from the Baby Boomer generation to their heirs. It is understandable to assume some of those assets will be in the form of retirement accounts such as IRAs, Roth IRAs and 401(k)s. With the enactment of the SECURE … Continued

How We Partner With Endowments and Foundations

“Good actions give strength to ourselves and inspire good actions in others.” ― Plato At Sand Hill, we are proud of our partnership with many endowments and foundations, helping them navigate the increasingly complex investment landscape with confidence and ease. With our long history of supporting nonprofits, we take a comprehensive and customized approach to … Continued

Weight a Minute: Will GenAI Transform Your Figure?

In a period increasingly driven by technology and the pursuit of better health outcomes, innovation in weight loss drugs and Generative Artificial Intelligence (GenAI) have emerged as two promising avenues to address some of the most pressing issues facing society today. As GenAI progresses alongside innovations in weight loss drugs, we are going through one … Continued

How I Learned to Love the Bot

April 25, 2023 For those new to the relatively recent and rather profound paradigm shift in internet search, the next generation of chatbots can realistically simulate human conversation by mining huge samples of texts and images available on the internet. And these computer programs—including Open AI’s Chat GPT, Microsoft’s Bing AI, and Google’s Bard, among … Continued

The Coming Deglobalization

April 29, 2022 Fifty years ago, Air Force One, recently renamed the “Spirit of ‘76” in honor of our nation’s pending bicentennial, landed at the Shanghai airport. When its door opened and President Richard Nixon walked out, it was the first time in 25 years that diplomatic relations had reopened between the two countries. The … Continued

What’s Your Special Purpose?

April 22, 2021 From 1996 to 2018, the number of publicly listed companies in the United States fell by more than 45%. This stunning statistic is the result of ongoing mergers and acquisitions, plus the vast amounts of capital available to private companies and the perceived regulatory hurdles associated with going public. Not since the … Continued

Sand Hill’s Premarital Agreement Guide

November 18, 2020 For over 25 years, the team at Sand Hill has collaborated with family law professionals—not just to assist clients in navigating the complex financial aspects of the divorce process, but also to assist with financial considerations related to marriage, such as merging assets. While planning a marriage, it may be in a … Continued

Sand Hill’s Divorce Guide

Navigating the Financial Aspects of the Marital Dissolution Process August 10, 2020 For more than 25 years, Sand Hill’s Divorce Financial Planning team has partnered with family law professionals to help clients navigate the complex financial aspects of the marital dissolution process. Our singular goal has been ensuring that both clients and their professional team … Continued