Beacon Hill in the News
Beacon Hill Private Wealth is regularly asked to contribute to conversations on investing, retirement readiness, tax-aware planning, and wealth management. Below are selected media mentions featuring insights from our founder, Tom Geoghegan.
Disclosure: The media mentions below are for informational purposes only and do not constitute a testimonial or endorsement of Beacon Hill Private Wealth. Beacon Hill Private Wealth did not pay for inclusion in any third-party publication. Beacon Hill Private Wealth is not affiliated with, and has not been endorsed by, any third-party publication referenced on this page.
Selected Mentions
- Bloomberg (Dec 26, 2025)
- Investors.com (Dec 24, 2025)
- Reuters (Dec 4, 2025)
- NerdWallet (Nov 26, 2025)
- Kiplinger (Nov 22, 2025)
- CNBC (Nov 20, 2025)
- Bloomberg (Nov 11, 2025)
- Bloomberg (Apr 22, 2025)
- Bloomberg (Mar 13, 2025)
- Barron’s (Jul 25, 2022)
- Robb Report (Jun 19, 2021)
- PRWeb (Feb 2, 2017)
- S&P Global Market Intelligence (Feb 2, 2017)
- Private Banker International (Feb 3, 2017)
- NYU Stern Alumni Magazine (Fall 2017)
- Delbarton DelEX Externship (2019)
- Summit PAL (Board)
Bloomberg | December 26, 2025
Bitcoin’s Slide Sets Up an Unusual Tax Harvesting Opportunity
Bloomberg examined year-end tax-loss harvesting dynamics in cryptocurrency markets. Tom discussed how some investors are approaching crypto tax-loss harvesting as part of a broader, coordinated tax strategy—especially in years when equity gains may create additional planning considerations.
Investor's Business Daily | December 24, 2025
Retirement Planning 2026: Fuel Your Investments, Boost Your Income, Cut Your Taxes
Investors.com examined planning considerations for the coming year, including tax changes, income coordination, and portfolio adjustments for retirees and near-retirees. Tom discussed the importance of revisiting assumptions annually and aligning investment and tax decisions to avoid unintended consequences as income sources evolve.
Reuters | December 4, 2025
Can “Trump Accounts” Boost Savings for Lower-Income Americans?
Reuters explored a proposed children’s investment-account program and the real-world factors that may influence outcomes. Tom commented on the importance of habit formation and how operational details can determine whether a program feels accessible or burdensome.
NerdWallet | November 26, 2025
Thanksgiving Debt Regrets: How to Recover If You Overspend
NerdWallet covered practical steps to recover from holiday overspending without derailing long-term goals. Tom noted using simple guardrails that prevent a short-term “spiral” from crowding out priorities like savings and education funding.
Kiplinger | November 22, 2025
I Walked Away from a Stable Mid-Career Job — Here’s the Retirement Math Behind That Decision
Kiplinger examined career transitions and how to protect retirement progress during periods of change. Tom highlighted the value of simplifying old plan rollovers when appropriate and using tax-advantaged savings tools when income shifts to contracting or consulting.
CNBC | November 20, 2025
What to Know if You’re Nearing Age 65 With an HSA: Some Retirees Have ‘Meaningful’ Balances
CNBC explored how HSAs can fit into retirement and Medicare planning. Tom discussed how HSAs may function as a tax-management tool when coordinated thoughtfully alongside other retirement income decisions.
Bloomberg | November 11, 2025
A Parent’s Guide to Paying for College — Without the Debt
Bloomberg covered education funding tradeoffs and how families evaluate 529 plan features. Tom noted comparing state tax benefits, plan costs, and investment options—and adjusting risk as college approaches.
Bloomberg | April 22, 2025
Parents Counting on 529 Plans to Pay for College Feel Market Pain
Bloomberg discussed market volatility and how it affects college savers. Tom underscored the role of disciplined contributions and long-term perspective—especially for younger savers with time on their side.
Bloomberg | March 13, 2025
Baby Boomers Face Lasting Retirement Hit in Extended Stock Rout
Bloomberg covered retirement risk during market drawdowns. Tom discussed sequence-of-returns risk and why early retirement withdrawals during downturns can materially affect long-term sustainability.
Barron’s | July 25, 2022
It’s a Good Time to Rebalance Portfolios. This Nifty Tool Can Help.
Barron’s explored direct indexing and portfolio customization. Tom commented on where the approach may help in transitioning legacy holdings in a tax-aware way and supporting diversification for concentrated positions.
Robb Report | June 19, 2021
Everything You Need to Know About Choosing a Wealth Advisor
Robb Report explored how affluent families evaluate advisory relationships. Tom discussed the importance of advanced planning depth for complex households and aligning advice with fiduciary responsibilities.
PRWeb | February 2, 2017
Beacon Hill Private Wealth Launches in Summit, N.J.
Press release announcing the firm’s launch and mission. 👉 Read on PRWeb
S&P Global Market Intelligence | February 2, 2017
BAM Advisor Services launches New Jersey-based RIA
News brief covering the firm’s launch. 👉 Read on S&P Global
Private Banker International | February 3, 2017
BAM Advisor Services launches new investment advisory firm in New Jersey
Article covering Beacon Hill’s early formation and positioning. 👉 Read on Private Banker International
Announcement | NYU Stern Alumni Magazine (Fall 2017)
New York University, Stern School of Business Alumni Magazine (Fall 2017) ( additional )
2019 Summer Internship | Delbarton School DelEX Externship Program
DelEX Externship Program (2019 matches)
Summit, NJ Police Athletic League
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If you’re navigating planning decisions, investment strategy, or tax-aware coordination, Beacon Hill Private Wealth helps clients evaluate options in context and over time.
Disclosure: The media mentions above are for informational purposes only and do not constitute a testimonial or endorsement of Beacon Hill Private Wealth. Beacon Hill Private Wealth did not pay for inclusion in any third-party publication. Beacon Hill Private Wealth is not affiliated with, and has not been endorsed by, any third-party publication referenced on this page.