While it is commonplace for our clients to craft thorough estate plans and trusts with focus on attorneys and legal documents, the follow up process of engaging and educating the successor generation is often overlooked. By actively discussing your intentions with family members or an executor tasked with settling your estate, you can gain significant … Continued
Most of us imagine our transition to retirement will be filled with both excitement and relief; however many find the transition to have an unexpected emotional impact. As a way to manage the transition, a growing number of professionals are making a calculated “downshift” into a flexible state of semi-retirement that has both personal and … Continued
Many Americans seem to have a love affair with Europe, but following several choppy years that included a long recession and a sovereign debt crisis, many investors have taken the region off their radar screen. Without question the countries that make up the E.U. vary wildly, yet when combined they represent the largest economy in … Continued
Risk management is an important component of overall financial planning, and various forms of insurance exist to help mitigate exposures. In addition to the familiar insurance for homeowners and comprehensive and collision on autos, personal liability insurance provides an additional layer of financial protection against the risk of causing bodily injury or property damage, such … Continued
Sand Hill Global Advisors is a proud partner and supporter of Children’s Health Council (CHC), an organization dedicated to helping children and families in Silicon Valley and the greater San Francisco Bay Area for 60 years. CHC has expertise addressing children with learning differences, anxiety, depression, ADHD and autism. They are focused on delivering a … Continued
In an effort to fulfill evolving client needs, Sand Hill has recently launched a Socially Responsible Investing (SRI) portfolio available to all clients across each one of our investment strategies. While Sand Hill has been investing in the SRI space at the request of clients for numerous years, the launch marks the beginning of a … 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
The U.S. stock market performance during 2013 can be described as nothing other than extraordinary. Not only were new highs achieved, but overall return levels were the highest in 15 years for the S&P 500 and the highest in 18 years for the Dow. While the markets rose significantly, the underlying economic condition was less … Continued
“Believe me, nothing except a battle lost can be half so melancholy as a battle won.” – Arthur Wellesley, Duke of Wellington, following his victory over Napoleon at Waterloo (1815) The Battle of Waterloo is best known for Napoleon’s last stand against the British under the command of the Duke of Wellington. While the military … Continued
For many of our clients approaching their retirement years and beyond, this question is starting to come up more and more: How will I pay for my long-term care if and when I need it? According to the Department of Health and Human Services, 70% of people turning sixty-five can expect to use some form … Continued