AI’s Transition from Promise to Earnings

Many clients have been asking us what our expectations are for artificial intelligence (AI) and how it will ultimately shape the economy, capital markets, and the overall job landscape. While it’s still early to draw firm conclusions, the signs increasingly point to the beginning of a meaningful societal shift—one that appears to be unfolding at … Continued

Minimizing Theft Risks in Low and High Technology Environments

July 25, 2023 Earlier this year, two seemingly unrelated events took place at opposite ends of the technological spectrum. While a countless number of people were amused by the parlor tricks of ChatGPT and its artificial intelligence abilities, a smaller group of Silicon Valley residents were suffering financial losses from the manipulation and forgery of … Continued

Remaining Diversified & Discussing the Possible Impact of the Omicron Variant | CNBC Halftime Report November 29, 2021

On Monday, November 29, 2021, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss the possible impact of the new Omicron variant on the markets and economy. She highlighted the importance of maintaining a diversified portfolio as the world continues to learn more about the new … Continued

The Digital Client Evolution

October 21, 2020 While much has been made of the digital adaptations that the pandemic has forced upon businesses, so too have individuals needed to adopt new ways to manage their finances and interact with their financial advisors. Fortunately, many of the electronic tools required to meet the challenges posed by shelter-in-place orders were already … Continued

The Opportunity for Expanded Client Offerings and Technology Solutions

April 29, 2020 As the realities of the coronavirus pandemic settle in for the business community, conventional wisdom is forming that the operating environment will be forever changed. While it is likely true for financial services generally, and wealth management specifically, that things will never be the same again, the virus and the social distancing … Continued

A Decade of Living Technologically

January 31, 2020 Can you believe that the first iPad was introduced in April of 2010? Yes, it really was only ten years ago! Even as we celebrate the new year and new decade and what’s to come, stopping to think for a moment about what has changed over the last decade can be an … Continued

IPO Market Discussion on CNBC’s Halftime Report | September 27, 2019

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, and the entire CNBC Halftime Report panel as they discuss the current IPO market and how private valuations are being impacted by the public marketplace. Brenda’s commentary begins at the 3:08 mark in the video. The content was produced and provided by an unaffiliated third party … Continued

The Robots are Coming!

Before earning the moniker “Gen X”, my generation was known as the 13th Generation (being the country’s 13th generation since American Independence). While not the luckiest of numbers, I’ve always considered our generation to be fortunate, having grown up before the technology revolution as well as having benefited so substantially in our work and lives … Continued