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
Since our founding in 1982, Sand Hill has persistently sought to provide our clients and their families with the best practices, tools and technology offered by the wealth management industry. Today, as we scan the horizon and assess the needs of our clients, we strongly feel that the demand for security and personal privacy, mobile … Continued
The financial exploitation of seniors and other vulnerable adults has become a widespread issue today. And with more members of the baby boomer population reaching retirement each day, the rampant abuse of this population could continue on for some time. Sadly, it is estimated the majority of financial elder abuse cases are perpetrated by family … Continued
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 information. But often, the most vulnerable among us – minors and elderly – get overlooked. Indeed, … Continued
Recently a client asked about the short rebate and whether it was to blame for disappointing hedge fund performance. We thought we would write about it here in case there were others with the same question. What is the short rebate? When a hedge fund shorts a security it must first borrow it. In order … Continued
For Sand Hill’s annual Forum event in January, our featured speaker was Frank Abagnale, the acclaimed subject of the best-selling book, Tony Award-winning Broadway play, and Steven Spielberg directed film “Catch Me If You Can.” Frank is one of the world’s most highly regarded authorities on forgery, embezzlement, identity theft and fraud. His rare blend … Continued
When news of the security breaches at Target and Neiman Marcus broke, many people, myself included, immediately thought, “Did I do any holiday shopping at either of those stores?!” followed by “What do I do now and how do I protect myself in the future?” At Sand Hill, we have always been diligent about safeguarding … Continued