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:
Use the categories below to explore topics most relevant to your situation.
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.
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.
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.
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 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.
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.
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.
As winter continues on, there are a few things you can do to prepare for and prevent a costly insurance claim.
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.
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.
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?”
