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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 make better decisions over time.

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.

Want to discuss your situation?

If you’d like to discuss how these planning concepts apply to your own circumstances, you’re welcome to request an introductory conversation.

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Planning for Uncertain Times Thumbnail

Planning for Uncertain Times
Investment Management Protecting Wealth Retirement Planning Risk Management Tax Planning Most Read

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.

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Working With a Physician-Friendly Advisor Is Crucial for Healthcare Professionals. 4 Signs to Look For When Choosing an Advisor Thumbnail

Working With a Physician-Friendly Advisor Is Crucial for Healthcare Professionals. 4 Signs to Look For When Choosing an Advisor
Protecting Wealth Most Read

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.

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