January 11, 2021 Below is a transcript of the video interview. Elizabeth Cody: Hi everyone. Welcome to another episode of the Sand Hill Interview Series. In this series, we’re going to be speaking with subject matter experts and thought leaders on all things related to complex wealth situations. My name is Elizabeth Cody. I am … Continued
August 24, 2020 Below is a transcript of the video interview. Sara Craven: Welcome, everyone, to another episode of the Sand Hill interview series, where we discuss the science and art of navigating complex wealth. In this series, we speak with subject matter experts and thought leaders around all things pertaining to managing and dealing … Continued
August 6, 2020 Below is a transcript of the video interview. Sara Craven: Welcome everyone to another episode of the Sand Hill interview series, where we discuss the science and art of navigating complex wealth. In this series, we speak with subject matter experts and thought leaders around all things pertaining to managing and dealing … Continued
July 14, 2020 In just the first half of 2020, investors have faced a multitude of concerns, paramount of which are the health and safety of loved ones and the resiliency of their investment portfolio. It goes without saying that any investor watching the markets decline should rightfully check in on the state of their … Continued
July 14, 2020 For those fortunate to have jobs that allow working remotely, the transition to working from home (WFH) during the COVID-19 shelter-in-place has been relatively seamless. Granted, those with children at home, especially small children, have graduated to an Olympic level of multitasking. But given the risk to public health, WFH life has … Continued
April 9, 2020 The recent and significant volatility in the capital markets has caused a lot of trouble and worry, on many fronts; not to mention our collective personal health and safety concerns. Although equity markets are down significantly from their highs just a month ago, there are various personal financial planning strategies that could … Continued
January 31, 2020 Congratulations! The enterprise you have worked tirelessly to create has now been sold or gone public. While you were consumed with building your business and formulating the best exit strategy, you probably had insufficient time to reflect upon the impact of this important milestone. Now that the event has occurred, you need … Continued
Many critical decisions faced during the divorce process require an equal measure of legal, financial, and emotional consideration. For example, the decision to retain the family home typically comes with a strong emotional overlay and can have a huge impact on life following divorce. While many often assume that keeping the home is ideal, especially … Continued
Fall is in the air and the season of pumpkin spiced coffee drinks, professional football and holiday planning is upon us. This is also the return of another far less exciting annual event: open enrollment for group benefits coverage! If you’re like me, you dutifully complete your benefits elections to ensure your coverage is appropriate … Continued
Many dedicated employees, especially in Silicon Valley, eventually gain significant exposure to their own company’s stock by regularly participating in employee stock purchase plans (ESPP) or by being awarded various forms of stock options over the years. While focusing on building a career, they often inadvertently amass a sizable portion of their overall personal wealth … Continued