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.
The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven financial planning opportunities that every investor should consider before year-end.
There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.
Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals. Specifically, women:
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.
