Financial Articles & Resources

Beacon Hill Private Wealth clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to videos, see our latest below.

Three Crucial Lessons for Weathering the Stock Market’s Storm

June 30, 2022 Investment Management Most Read

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.

Market Review 2021: A Recovery Amid Challenges

January 5, 2022 Most Read

It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility.

7 Money-Saving Actions to Take Before Year-End

December 2, 2021 Retirement Planning Tax Planning Most Read

Before 2021 ends, be sure to check out our list of seven money-saving actions that may help you maintain the greatest amount of after-tax wealth.

Integrate Your Personal Values and Financial Goals with ESG Investing

September 8, 2021 Most Read Sustainable Investing / ESG

Does Planning End at Retirement?

August 26, 2021 Retirement Planning Most Read

By 65 you have diligently accumulated the wealth you need to retire. You’ve won the game, earning satisfaction and congratulations for completing a solid plan. Other than tee times, volunteer activities or family trips, there isn’t much planning left to do, is there?

Tax Strategies for High Earners

July 6, 2021 Tax Planning Most Read

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come

June 3, 2021 Estate Planning Most Read

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

A Guide to Understanding the Complexities of Equity Compensation

February 18, 2021 Protecting Wealth Retirement Planning Risk Management Most Read

Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.

Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021

January 12, 2021 Financial Abuse Most Read

Growing older is a part of life, and while it's difficult to see your parents age, ensure that they have the protection they need by identifying and preventing these signs of elder abuse.

What Financial Challenges Could High Earners Face During the Biden Administration?

January 4, 2021 Most Read

After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.