CNBC Halftime: Portfolio Moves | March 14, 2024

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joins Jenny Harrington on “Halftime Report” to go over their most recent portfolio moves. Brenda’s commentary begins at the 1:37 mark. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not … Continued

Is 70/30 the New 60/40?

February 2, 2021 Since the 2008 Financial Crisis, many prognosticators have prematurely anticipated the end of the 60/40 portfolio—the well-established strategy of investing 60% of your portfolio into stocks and the remaining 40% into bonds. In our view, their inopportune call was shaped by the extreme nature of that experience, which led to widespread forced … Continued

The Importance of Real Return in a Low Return World

A growing topic of conversation amongst many investors is how to properly think about their investment performance within context of the current environment of historically low interest rates and persistently low inflation.  To answer that question, it is helpful to look back at the last forty years of history and incorporate that period’s steady decline … Continued

Diversification – Don’t Leave Home Without It

“The secret of success is constancy of purpose.” – Benjamin Disraeli As a new parent, I am routinely reminded that patience and rational decision making, combined with preparation for a variety of outcomes, are critical ingredients in creating a palatable recipe for all involved. On a recent family road trip, my husband and I packed … Continued