Viewpoints is Beacon Hill Private Wealth’s library of articles on financial planning and long-term investing. We publish practical, research-informed guidance to help individuals and families think more clearly about long-term financial decisions.
Topics commonly covered include:
Use the categories below to explore topics most relevant to your situation.
Some readers find it helpful to explore how these planning concepts relate to their own circumstances. If that would be useful, you’re welcome to request a brief introductory conversation to discuss fit and approach.
For the upcoming midterms, commentators are likely to offer opinions on who will win and what impact the vote will have on markets. Looking at returns since 1926 shows that months when midterm elections took place did not tend to have returns that different than any other month.
![Does [fill in the blank] Belong in My Portfolio? Thumbnail](https://static.twentyoverten.com/5d9626e16e5bfa373f3b72ac/8SbHdvQqx3F/thumb_mkt-26905-insights-does-fill-in-the-blank-belong-in-my-portfolio-updated.png)
Investors can always expect uncertainty. While volatile periods like the one we’re experiencing now can be intense, investors who learn to embrace uncertainty may often triumph in the long run. Reacting to down markets is a good way to derail progress made toward reaching your financial goals. A sound approach to investing—through a plan, a well-designed portfolio, and an advisor—is the ultimate self-care during these rough markets. Your future self will thank you.
Multiyear returns over overlapping periods often appear cyclical, implying prior returns are useful indicators of future returns. Is it true?
The characteristics implied by such traditional binary labels may not be sufficient to describe many of today’s investment approaches—including an evidence-based approach.
Modern Portfolio Theory may seem to only focus on a market’s optimal state but using the system in tandem with other theories will allow an investor to take a balanced view of their financial strategy.
