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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 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.

Want to discuss 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.


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Identity Theft Checklist and Prevention Thumbnail

Identity Theft Checklist and Prevention
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.

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Market Review 2021: A Recovery Amid Challenges Thumbnail

Market Review 2021: A Recovery Amid Challenges
Most Read

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.

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Who Is Your Financial Mentor? Thumbnail

Who Is Your Financial Mentor?

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.

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