Insightful Perspectives to Guide Your Financial Journey

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.

Ready to Take Control of Your Financial Future?

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.

RMDs For 2021: Here's What's Changing Thumbnail

RMDs For 2021: Here's What's Changing

July 2, 2021 Retirement Planning

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.

Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here's What to Start Doing Differently Right Now Thumbnail

Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here's What to Start Doing Differently Right Now

April 1, 2021 Retirement Planning

You know you need to start preparing now for a peaceful retirement, but sometimes it's hard to know where to start. If you're uncertain about your next steps, here are 6 things to start doing differently right now.

Phantom Stock for Company Executives Thumbnail

Phantom Stock for Company Executives

March 4, 2021 Retirement Planning Risk Management

High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know.

62, 70 or Somewhere In Between? When Should I Claim Social Security? Thumbnail

62, 70 or Somewhere In Between? When Should I Claim Social Security?

March 4, 2021 Retirement Planning

Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.

A Guide to Understanding the Complexities of Equity Compensation Thumbnail

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.

High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks Thumbnail

High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks

February 4, 2021 Retirement Planning

If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.

Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy Thumbnail

Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy

January 28, 2021 Retirement Planning Tax Planning

Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.

Saving Too Much Too Early in the Year Can Hurt Your Retirement Thumbnail

Saving Too Much Too Early in the Year Can Hurt Your Retirement

January 20, 2021 Retirement Planning

When it comes to retirement planning and building up the proverbial nest-egg, there are few pieces of advice more universally accepted than “save as much as possible as early as possible.” Certainly, taking such action is often one of the best ways to grow your retirement savings, but like nearly all generic statements about how “you” should plan for retirement, there are exceptions to the rule.

4 Meaningful Ways You Can Help Boost Your Employees’ Financial Security in 2021 Thumbnail

4 Meaningful Ways You Can Help Boost Your Employees’ Financial Security in 2021

November 30, 2020 Retirement Planning

Financial stress affects everybody - and decreasing the levels of it in your employees is good for the both of you. Consider these 4 initiatives to increase the financial security of your employees in the new year.

Planning for Uncertain Times Thumbnail

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.