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Evidence-Based Investing

When it comes down to it, we think there are two numbers that matter above all else: 1 and 30. You may only have 1 chance to put together an investment plan that will last you 30 or more years in retirement.

You need an approach that you can believe in and understand, one based on research, analysis, and evidence — not luck or prognostication.

Asset class (aka evidence-based) investing can offer:

  • Low overall costs
  • Tax efficiency
  • Global diversification
  • Consistent risk exposure to an asset class
  • Long-term performance that can potentially outperform index returns

Because you can’t control the market, you need a plan that gives you the highest probability of being able to achieve your long-term goals. Do this by using asset class investing, along with the guidance and experience of a dedicated financial advisor.

Asset class investing does not guarantee a gain or protect from a loss and involves risks, including the loss of principal.

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How should we think about investing?

Your particular view of market pricing will shape how you invest, and there are basically three approaches: conventional "active" management, indexing, and our evidence-based way of investing, which is based on market pricing and dimensions of expected returns.

 

Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA®, MBA is also a member of the National Association of Personal Financial Advisors (NAPFA).  

The Certified Private Wealth Advisor® (CPWA) certification administered by the Investments & Wealth Institute® is the standard for competence in the field of wealth management today. The advanced credential created specifically for wealth managers working with high-net-worth clients is focused on the life cycle of wealth—accumulation, preservation, and distribution.  CPWA certified professionals are able to identify and analyze the unique challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.  The CPWA designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on private wealth management topics and strategies.