Sand Hill Global Advisors, LLC, (“Sand Hill”) a provider of wealth management services in Silicon Valley, announced today that it was awarded two 2018 American Advertising Awards, also known as ADDYs, for its newly redesigned website. Sand Hill received a Gold Award for Elements of Advertising and a Silver Award for Online & Interactive in … Continued
For the third consecutive year, Barron’s has named Jane Williams, Sand Hill Global Advisors’ Chairman, to the list of 2016 Top 100 Women Financial Advisors in the country. Ms. Williams, who is a co-founder of the firm, earned the eleventh position on the list. Since its founding, Sand Hill Global Advisors has provided unbiased, fee-only … Continued
Sand Hill hosted its first annual Forum back in early 2009 during the depths of the most severe financial crisis in generations, in order to provide timely insight and information to help address that difficult period. We have since then tackled other important related topics, ranging from risk management to behavioral finance to identity theft. … Continued
For many people, if they know about reverse mortgages at all it is probably limited to seeing them advertised on late night TV. They are not widely used or understood, and might even seem gimmicky; but given the right circumstances, they could be worth considering. Reverse mortgages are primarily designed for older homeowners who have … Continued
The markets are off to a rough start this year, culminating last week with a capitulation-like sell-off that left the S&P 500 Index down 10% since January 1st. The pull-back was triggered by many of the same worries that we experienced last fall: China’s slowing growth and their overvalued currency, the Federal Reserve’s decision to … Continued
Typically, a regular IRA is not the most efficient asset to use for inter-generational transfers of wealth. If the IRA and estate are large enough, both estate and income taxes will apply. As a result, heirs can end up with only about 20% of the actual value of an IRA. However, if estate taxes are … Continued
Social Security was established in 1935 in the depths of the Great Depression to provide Old-Age, Survivors, and Disability Insurance (OASDI). What started as a program covering only about 50,000 Americans has turned into one now covering over 50 million beneficiaries. By dollars paid out, the US Social Security program is the largest government program … Continued
This is the year I became “middle aged.” Please send as many jokes on “middle age” as you can find because some humor around the event helps my perspective! According to the PEW Research Center, I join a generation in which nearly half (47%) of adults in their 40s and 50s have a parent age … Continued
Home ownership has long been a cornerstone of the American dream. Owning a home says you’ve “made it.” More than that, a home is a place to nest, raise your children and make memories. Understandably, these factors then make it difficult to think about moving to a retirement community and the dream to “age in … Continued
Most people are familiar with the popular 1939 movie The Wizard of Oz. Far fewer, however, are familiar with the deeper storyline of the original book written in 1900 by Frank Baum as both a children’s novel and a parable about money reform in the late 1800s. It also addresses the corresponding Midwestern political movement … Continued