Global Perspective Blog

Posted: Nov 09, 2017
On any typical day, one can freely access leading websites from smart phones, cull through personalized news services, and review all sorts of history, social media and shared information – all by tacitly accepting the many algorithms that track our...
Posted: Nov 08, 2017
Much has been written in recent months about the Equifax breach and at Sand Hill we have spent a great deal of effort educating our clients on how best to protect themselves in light of this disclosure. With a bevy of your Personal Identifiable...
Posted: Nov 07, 2017
For some thoughtful buyers with the right circumstances, timeshares might make sense — especially people who like predictability in their vacation destination. But in general, for most people, they carry many drawbacks that warrant careful...
Posted: Nov 07, 2017
The death of a spouse can be one of the most stressful events you’ll ever experience. Even if it is expected after a long illness and you’ve left nothing unsaid, it can be a time of great sadness and mourning. Unfortunately, for many surviving...
Posted: Nov 07, 2017
In the wake of the recent massive data breach at Equifax, just about everyone is currently mindful of the importance of protecting their personal identity; and many have already taken precautions to review, monitor and secure their own sensitive...
Posted: Nov 07, 2017
In the months leading up to the presidential election, and now almost one year into President Trump’s term, there has been a great deal of ongoing speculation about how this President and Congress might influence the financial markets. In particular...
Posted: Nov 06, 2017
The Individual Retirement Account (IRA) first came into existence over four decades ago, followed in 1997 by its lesser known sibling, the Roth IRA. Fast forward to present day, as the original owners of these accounts continue to age and eventually...
Posted: Oct 16, 2017
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...
Posted: Oct 13, 2017
It is not unusual here in Silicon Valley for employers to offer their employees the opportunity to acquire company stock as an investment alternative in their 401(k) plans. Employees may acquire equity shares using pre-tax dollars, or even better,...
Posted: Oct 10, 2017
Many years ago, I was meeting with some new clients: a married couple in their 50’s with several million dollars in assets. They’d provided copies of their brokerage account statements for two IRAs and a joint account for me to review. I asked if...

Pages