Why It’s Time to Manage Your Company Stock Before It Manages You

February 26, 2021 Below is a transcript of the video interview. Kristin Sun: Welcome, everyone, to another episode of the Sand Hill Interview series. I’m Kristin Sun, Senior Wealth Manager and Shareholder here at Sand Hill. And I’m joined by my colleague, Mark Strahs, Sand Hill’s Co-Chief Investment Officer and Shareholder. And we’re going to … Continued

The Fortuitously Aligned Misconception Error (FAME) Principle

October 14, 2020 As the capital markets have gone through turmoil in 2020 due to the global pandemic, significant portions of the equity universe have been able to hold steady and, in many cases, thrive. While many investors have benefitted by purchasing winning stocks in their portfolio, others are fortuitously exposed to public companies due … 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

Exercising Options Now That You’re Out from Under AMT

We regularly work with entrepreneurs and tech employees who benefit from Incentive Stock Options (ISOs) and also often are impacted by Alternative Minimum Tax (AMT); but the relatively new tax law from 2017 offers some important related changes to know about that could positively affect you if you choose to exercise your ISOs this year. … Continued

Tax Strategies to Consider for Highly Paid CEOs and Key Employees

When it comes to compensation for highly paid employees, various tax-deferral strategies can offer significant savings over the long run. In the process, nest eggs can accumulate more meaningfully without being reduced by taxes, and sponsoring companies can also receive important benefits along the way. While typical retirement plans exist to help all employees, their … Continued

Concentrated Stock: Where Company (Stock) Loyalty Can Be a Risk

Awards of company stock in any form are a meaningful and commonplace way for employers to compensate their valued employees beyond their regular salaries. But all too often — as a result of this generally welcome benefit — we see investors accepting too much personal financial risk by carrying oversized concentrations of the common stock … Continued

Restricted Stock Units: The New Currency of the Valley

The Valley has experienced a dramatic shift over the years from using the competitive value proposition of stock options to attract and retain top talent, to offering restricted stock units as an attractive enticement. This trend started to develop as the incentive models of stock options showed diminishing effectiveness; employees began to realize that a … Continued

Finding Value in Your Instincts

With the employment market finally beginning to tighten, compensation and perks are increasingly in play. Cutting the right deal for yourself has a lot to do with your individual tolerance for risk, your overall financial condition and of course your relative position inside a company. But it also has to do with your instincts and … Continued