At Beacon Hill Private Wealth, we believe that financial success is rooted in evidence-based strategies and informed decision-making. Our "Viewpoints" blog is designed to provide high-net-worth individuals with research-backed insights, actionable strategies, and expert perspectives on the most pressing financial topics.
From advanced portfolio management techniques to planning for retirement and navigating market volatility, our articles distill complex financial principles into clear, actionable steps. We focus on helping you grow, protect, and manage your wealth by aligning proven financial theory with the practical realities of today's markets. Whether you are interested in optimizing tax efficiency, understanding the benefits of diversification, or exploring alternative investments, our content offers the depth and clarity you need to make confident decisions.
Explore our diverse range of topics, and discover how our evidence-based approach can simplify your financial life while helping you achieve your long-term goals. We invite you to dive into our expert-driven articles and gain the knowledge needed to preserve and grow your wealth.
If these insights resonate with your goals, we invite you to take the next step. Schedule a complimentary consultation to explore how we can craft a personalized, evidence-based financial plan tailored to your unique circumstances.
Sometimes our natural instincts can cost us money and peace of mind. How to shape our behaviors to foster smarter financial decisions.
Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.
As the Coronavirus spreads, worldwide anxiety increases. Explore 4 ways that momentous events can affect investment decisions — and how to remain balanced amidst the fear.
Recency bias is the tendency to overweight recent events/trends and ignore long-term evidence. This leads investors to buy after periods of strong performance—when valuations are higher and expected returns are now lower—and sell after periods of poor performance—when prices are lower and expected returns are now higher. Buying high and selling low is not exactly a prescription for successful investing. Yet, it is the way many individuals invest. What disciplined investors do is the opposite—rebalance to maintain their well-thought-out allocation to risk assets.
When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.
Medical school debt can have a profound impact on the life of any physician. We're sharing smart ways to pay off your medical school debt to make sure that it doesn't cost you any more than it needs to.
As your child heads off to college, set some time aside to help your kid understand the financial implications their first step into freedom and independence will likely have.
Recent studies show that the returns to equity investors have historically come from a relatively small number of stocks. Investors who fail to adequately diversify increase their chances of failing to own those high-performing stocks, and they are not compensated for the risks they do bear.
