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.
It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility.
Modern Portfolio Theory may seem to only focus on a market’s optimal state but using the system in tandem with other theories will allow an investor to take a balanced view of their financial strategy.
Whether you’re starting your career or approaching the end, here are the reasons why you might retire earlier than originally planned.
Explore the value of cultivating a financial mentor, a professional who can guide and help you develop your financial strategy as you make important decisions.
Health is an investment, too. Let’s talk about how HSAs, FSAs and procedure strategies can help.
January is Financial Wellness Month, a time to check-in with your financial strategy.
Before 2021 ends, be sure to check out our list of seven money-saving actions that may help you maintain the greatest amount of after-tax wealth.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
