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.
If these insights resonate with your goals, we invite you to take the next step. Schedule a complimentary consultation to explore how we can craft a personalized, evidence-based financial plan tailored to your unique circumstances.
Who wins the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward. As the election day results are now just days away, here's what you need to know.
As a medical professional, you work, live and breathe your profession. Your job is demanding, your financial situation is complicated and you need someone who can take the reins and guide you from residency to retirement. While searching for the right financial advisor for you, ask questions about your unique financial concerns, gather recommendations from your peers and find someone who will be in it for the long-haul.
The global pandemic has changed the way we interact with others - including your financial advisor. Should you consider working with a virtual advisor full time, or are you better off searching for someone local?
Traditional retirement planning is less effective when spouses stop working at different ages. Here are a few things to take into account as you prepare for this next chapter.
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.
Illustrating or diagramming your wealth transfer plan can help provide clarity into dense estate documents to help with implementation. We explain how to create a quick glance at your estate legacy you envision.
Only 16.4 percent of U.S. high school students are required to take a personal finance course. It's up to you as a parent to teach your children financial basics. Here are 5 steps to get you started on the right foot.
Many people think of retirement planning as saving enough money to live the lifestyle they’ve envisioned and do the things they’ve planned. But that’s only part of having a successful retirement. The financial skills and planning you need for this new phase of life are different and often more complicated — and ideally should be implemented before retirement begins. We can help you develop a spend-down strategy to decrease your tax costs and increase your odds of having enough money in retirement.
