Sandhill News
Local Wealth Management Firm Sets Record for Assets Under Management
In 2010, Sandhill’s eight employees managed $170 million at a smaller office on Delaware Avenue. Now, 28 employees oversee nearly 15 times that amount from the penthouse office at 40 Fountain Plaza, where views of the City of Niagara Falls — and, on a clear day, Toronto’s skyline — can be seen in the distance.
Sandhill News
Year-End Planning Means Looking Ahead, Too
The end of the year presents the annual task of maximizing financial benefits and minimizing tax liabilities for businesses and individuals alike. As part of a recent panel conducted by Buffalo Business First, Sandhill Managing Director Jonathan Amoia highlighted how he is positioning his clients for financial success as the calendar turns to 2025. Learn more from Jonathan and other financial planning and tax experts on the top items to be mindful of when conducting year-end planning.
Sandhill News
Year-End Planning: Button Up the Year and Lay Out a Plan for 2024
What are the most important topics to keep in mind when preparing for year-end planning? Sandhill Managing Director Jonathan Amoia recently sat down with Buffalo Business First to discuss how he is positioning his clients for financial success in 2024. Learn more from Jonathan and other business planning and tax experts on the things to be mindful of as the new year nears.
Sandhill News
Planning for Retirement? Keep These Things in Mind in 2024
A new year brings plans and resolutions. For many, that includes planning for retirement. Tom Baker, Investment Advisor at Sandhill Investment Management, recently sat down with Buffalo Business First to discuss important areas to keep in mind in 2024. Read more to learn about Tom’s thoughts on topics such as Social Security, retirement withdrawals, employer-sponsored retirement plans, annuity contracts, and personal balance sheets.
Sandhill News
Sandhill Ranked Among America’s Top RIAs by Forbes
Sandhill Investment Management was recently ranked among the top RIAs nationwide on the prestigious Forbes/SHOOK Research “America’s Top RIA Firms” list for 2023. Research was conducted and compiled as of October 2023 by Forbes and SHOOK Research based on a combination of quantitative data and qualitative criteria gained through telephone, virtual, and in-person due diligence interviews. Neither Forbes nor SHOOK receive a fee in exchange for rankings. To view the entire list of RIAs and further dive into the ranking methodology, click the link below.
Sandhill News
Is Passive Investing Propping Up the Stock Market?
Sandhill Chief Equity Analyst Rick Ryskalczyk joined the Barron’s Streetwise podcast with Associate Editor Jack Hough to discuss how passive investing is impacting the stock market. As significant numbers of baby boomers begin to draw down on their retirement accounts—many of which are invested in the same passively-managed index funds—Rick and Jack speculate on how this could affect future equity valuations and examine why this may help to uncover exceptional investment opportunities.
Sandhill News
Sandhill Investment Management Discusses Recession Strategies
After a difficult year for investors, and with an expected recession looming, Buffalo’s financial services firms must plot a careful course to protect and grow their clients’ wealth. The stock market has been growing almost interrupted for more than a decade. Now that it’s in turmoil, investors are turning to financial pros for security and comfort, according to Richard Ryskalczyk & Shant Goubrial, Co-Managing Partners at Sandhill Investment Management.