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.
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.
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 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 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.
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 and Shant Goubrial, Co-Managing Partners at Sandhill Investment Management.
The flip of the calendar should be an indication for businesses to perform critical year-end planning and to focus on the important tasks that will prepare the company for the year ahead. Sandhill Managing Director Jonathan Amoia was featured on a panel of financial industry experts to discuss the essential information and important strategies that entrepreneurs need to know to properly prepare their businesses for end-of-year investment and tax planning.
Sandhill Chief Equity Analyst and Co-Managing Partner Rick Ryskalczyk joined RIA Channel Founder and CEO Julie Cooling to discuss the firm’s flagship Concentrated Equity Alpha (CEA) strategy, its differentiated approach to active management, and its history of consistent performance. Leveraging its bottom-up, collaborative research methodology, Rick explained how the Sandhill Research team can consistently uncover companies across the size spectrum that are most likely to win long-term.
When it comes to investing clients’ assets, Sandhill Investment Management’s approach can be summed up quickly: do deep research to find the best opportunities across the market-cap spectrum, package those ideas in a concentrated portfolio where each position adds value, and don’t get so lost in the numbers that you miss the intuitive, long-term growth trend. In a brief interview with InvestmentNews, Sandhill founder Edwin “Tim” Johnston III discusses what sets his investment firm apart.
