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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A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know

March 4, 2021 Estate Planning Protecting Wealth

On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.

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.

Planning for Uncertain Times

November 4, 2020 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.

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

October 15, 2020 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.

Perspective on Recent Market Volatility

March 13, 2020 Investment Management Protecting Wealth

Our colleagues discuss recent volatility in financial markets and provide perspective on these events.

6 Signs Your Elderly Parents May Need Help With Their Finances

November 14, 2019 Financial Abuse Protecting Wealth

As our parents age, it’s natural to worry and wonder about their health. But looking early on for financial troubles as well could save you and your family from hassle and headaches later down the line.

The Most Important Insurance You May Not Have

October 30, 2019 Protecting Wealth Risk Management

The 1969 Woody Allen film, Take the Money and Run, is one of my personal favorites. The most memorable scene is when Allen is captured after escaping from prison and his punishment is solitary confinement with an insurance salesman. Not many people are interested in discussing their need for insurance. It’s certainly not an exciting topic (nor is investing for some). For many, discussing mortality and disability risks are unpleasant subjects. In addition, most people don’t like being “sold” something. There are so many different types of insurance (and from many different companies), that many are left wondering, “Do I really need this? Is it worth the expense? Am I wasting my money?”

The True Cost of Being an Art Collector

October 4, 2019 Protecting Wealth Risk Management

From insuring your art collection to storage fees and more we're coaching you through some of the typical costs you can expect to pay as an art collector.