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Connects Quarterly Webinar: April 2024

Investment Management Protecting Wealth Retirement Planning Tax Planning Videos Year In Review

Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.

Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations and other developments on the horizon that may have an impact on your financial plan. During this recorded webinar:

  • Chief Investment Officer Kevin Grogan, CFA, CFP® reviewed market performance, interest rates, the path of inflation, the 2024 presidential election and where we are focused for the rest of the year.
  • Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA shared new planning opportunities for the year and important changes in legislation, including the latest IRS guidance on required minimum distributions for individuals who have inherited IRAs subject to the 10-year rule.

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® is also a member of the National Association of Personal Financial Advisors (NAPFA).      

Recorded April 19th, 2024.

This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please consult legal or tax professionals for specific information regarding your individual situation. 

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Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful. Investing involves risks including possible loss of principal. Investors should talk to their financial advisor prior to making any investment decision. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit.