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.
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.
Our colleagues discuss recent volatility in financial markets and provide perspective on these events.
This year has been yet another reminder that the prediction game can be a losing one for investors.
Private equity investing has created enormous wealth for those fortunate to be the general partners of a fund. But for regular investors – the limited partners – recent studies show that when properly adjusted for risks, PE returns lag those of the less risky public markets. Moreover, there is little evidence that investors can identify, in advance, the very few PE funds that will outperform.
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.
In these times of high medical costs and co-payments, an FSA can be a wise choice, but don't make these 4 big mistakes.
