Information Overload

Living in the Silicon Valley probably makes it easy to forget just how much technology, and the speed at which information is disseminated, has changed our lives over the last several decades. When I first started in the finance business, most of the information used to make investment decisions came via regular mail, fax machine … Continued

2018 – Making Lemonade From a Lemon

Last year was a year many in the investing world would rather forget as investors were tested with two double-digit stock market corrections that felt particularly jarring following 2017, a year when volatility was abnormally low. These significant market pullbacks inevitably test the ability of both professional and amateur investors alike to maintain conviction and … Continued

Staying Calm in the Volatile Markets

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

CIO Brenda Vingiello Discussing the Fed and Corporate Valuations on CNBC’s Halftime Report | December 20, 2018

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, during her return visit to CNBC’s Halftime Report on Thursday, December 20th. Her commentary begins at the 5:42 mark. In her role as a regular CNBC contributor, Brenda will make her next appearance on CNBC’s Halftime Report tomorrow, December 21, 2018, at 9 AM PST / … Continued

Sand Hill Market Update October 29, 2018

Following very strong third quarter stock market returns, volatility in October has picked up significantly, culminating this week with a correction that caused the S&P 500 to move into negative territory for the year. Given the severity of the sell-off, (down 10% since late September) as well as the significant daily volatility, we thought you … Continued

What is Red and Blue and Green All Over?

The world of investing is ever changing and teaches new lessons to even the most astute investors. For many in the industry, this is the hallmark of what keeps our work interesting and rewarding, even though the process can be incredibly humbling and frustrating at times. The last ten years underscore this inherent challenge, and … Continued