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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Prepare for Summer Wildfire Season

May 4, 2022 Risk Management

Are you prepared for wildfire season? These tips will help keep you, your family, and your home safe this summer.

Identity Theft Checklist and Prevention

February 28, 2022 Risk Management

Identity theft occurs when someone steals your personal information to commit fraud, such as fraudulently opening accounts, gaining access to accounts, filing tax returns, filing for unemployment benefits, obtaining medical services, or sending fake bills to your health insurer, etc. Below are different ways to prevent identity theft and protect yourself from fraudulent activity.

The Economic Impact of Hurricanes: Protecting Yourself & Your Home

August 31, 2021 Risk Management

Hurricane season is here, and it's important to be prepared. Ensuring that you and your family are ready if disaster strikes is key to keeping your loved ones safe.

Has Your Property Been Impacted By Wildfires? Take These Next Steps To File a Claim

July 31, 2021 Risk Management

The western United States has been hit hard by wildfires this summer. If your home or business has experienced devastation due to wildfires, here’s what you need to know about filing an insurance claim.

Preparing For a Business Valuation: A Guide For Small Business Owners

July 5, 2021 Protecting Wealth Risk Management

Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business.

Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce

May 6, 2021 Protecting Wealth Risk Management

Divorce is a life-altering process no matter your net worth. If this is something you may be going through, there are a few things you can do now to help protect your financial wellbeing.

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.

Rain, Snow & Ice: 4 Tips For Preventing an Insurance Claim This Winter

February 19, 2021 Risk Management

As winter continues on, there are a few things you can do to prepare for and prevent a costly insurance claim.

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.