Don’t Let Talk of Market Cycles Take You for a Ride
Multiyear returns over overlapping periods often appear cyclical, implying prior returns are useful indicators of future returns. Is it true?
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.
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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.
33% of total invested assets are currently placed in sustainably focused investments. With a new administration in Washington, D.C., what could the future look like for environmentally-focused investors?
Sometimes our natural instincts can cost us money and peace of mind. How to shape our behaviors to foster smarter financial decisions.
With last night’s election and ongoing health and economic concerns related to COVID-19, uncertainty remains high, as it has for most of 2020. Unfortunately, this is likely to continue well into 2021 on health, financial and societal fronts. As investors, it’s never enjoyable to navigate periods like this, so we wanted to step back and reinforce our perspective on financial markets as we head into the close of 2020.
If you've been considering realigning your wealth with socially responsible investments, green bonds may be an ideal option for you. Here's what you need to know and consider about these environmentally-focused investments.