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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 make better decisions over time.

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.


Want to discuss your situation?

If you’d like to discuss how these planning concepts apply to your own circumstances, you’re welcome to request an introductory conversation.

The Unique Retirement Issues Facing Women

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:

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