February 2, 2021 Since the 2008 Financial Crisis, many prognosticators have prematurely anticipated the end of the 60/40 portfolio—the well-established strategy of investing 60% of your portfolio into stocks and the remaining 40% into bonds. In our view, their inopportune call was shaped by the extreme nature of that experience, which led to widespread forced … Continued
July 14, 2020 In just the first half of 2020, investors have faced a multitude of concerns, paramount of which are the health and safety of loved ones and the resiliency of their investment portfolio. It goes without saying that any investor watching the markets decline should rightfully check in on the state of their … Continued
There really is nothing quite like price to change investor sentiment. Year after year, short-term traders make emotional decisions at the wrong moments, either fearfully selling as markets come under extreme pressure or eagerly buying after markets reflect overly optimistic outcomes. From the stock market melt-up at the start of 2018 to a near melt-down … Continued
Whether it’s the EU, ECB, FED, NAFTA, TPP, WTO, IMF, QE, ZIRP or now NIRP … the whole alphabet soup of established economic policy and international free trade seems to have come under intense scrutiny this year. While our own domestic election year politicking certainly plays an inflammatory role, we are struck by the far-reaching … Continued
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” – William A. Ward Before setting out on a long journey at sea, you prepare your boat for the severe weather conditions you are likely to encounter. In the course of planning your trip, you will likely also … Continued
“The secret of success is constancy of purpose.” – Benjamin Disraeli As a new parent, I am routinely reminded that patience and rational decision making, combined with preparation for a variety of outcomes, are critical ingredients in creating a palatable recipe for all involved. On a recent family road trip, my husband and I packed … Continued
A couple years ago my husband and I took our three children to Disney World. My son, who was six years old at the time, wanted so desperately to be brave like his older cousins. He reluctantly walked with me, locking elbows, through the line for the Pirates of the Caribbean ride. As we approached … Continued
For over 20 years, Sand Hill Global Advisors has been privileged to serve as an investment advisor to non-profit organizations and to assist in furthering the many admirable missions of these institutions. Our deep experience in this space has informed us of many best practices for boards, and specifically investment committees. This level of understanding … Continued
It is becoming a common occurrence to see new clients of Sand Hill arriving with excess baggage in tow. By baggage, I am referring to: 1) Assets held at multiple brokerage firms, 2) in multiple accounts, 3) registered with incorrectly titled names, 4) stock held in certificate form or held directly with transfer agents, and … Continued