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Viewpoints

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:

  • Retirement planning and distribution decisions
  • Tax planning and after-tax strategy
  • Estate planning and legacy considerations
  • Risk management and wealth protection
  • Charitable giving and philanthropic planning
  • Behavioral finance and decision-making
  • Investment management principles

Use the categories below to explore topics most relevant to your situation.

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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.


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Putting Panic In Perspective
Investment Management Protecting Wealth

As the director of research for The BAM Alliance, whenever markets head south for an extended period, the number of calls I get from clients and other advisors jumps. This time is no different. With that in mind, I thought it important to share how investors should be thinking about the recent drop. To begin, there is always a reason for investors to worry about the stock market, be it valuations at historically high levels, the economy, the risk of inflation or geopolitical risk. That is why there is an equity risk premium, and why historically it has been large enough to be called the “equity premium puzzle.” It’s also why it’s often said that “bull markets climb a wall of worry.”

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