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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Retirement Strategy: Planning Your Retirement Lifestyle

July 30, 2022 Retirement Planning

A retirement lifestyle is more than just saving money; it's also deciding how you want to spend that extra time. Here's a look at what you want to consider.

Does [fill in the blank] Belong in My Portfolio?

July 6, 2022 Investment Management

Three Crucial Lessons for Weathering the Stock Market’s Storm

June 30, 2022 Investment Management Most Read

Investors can always expect uncertainty. While volatile periods like the one we’re experiencing now can be intense, investors who learn to embrace uncertainty may often triumph in the long run. Reacting to down markets is a good way to derail progress made toward reaching your financial goals. A sound approach to investing—through a plan, a well-designed portfolio, and an advisor—is the ultimate self-care during these rough markets. Your future self will thank you.

8 Step Summer Financial Checkup

June 30, 2022

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Don’t Let Talk of Market Cycles Take You for a Ride

June 14, 2022 Behavioral Finance Investment Management

Multiyear returns over overlapping periods often appear cyclical, implying prior returns are useful indicators of future returns. Is it true?

Estate Planning: Wills and Probate

June 1, 2022 Estate Planning

Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.

Estate Planning: Living Trusts

June 1, 2022 Estate Planning

Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.

Timing is Everything (if It Works)

May 20, 2022

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.

Is Active vs. Passive Actually Passé?

May 1, 2022 Investment Management

The characteristics implied by such traditional binary labels may not be sufficient to describe many of today’s investment approaches—including an evidence-based approach.