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.
PEPs and MEPs both offer retirement options to smaller businesses, but what are the differences between them? Here's your guide to understanding the benefits and restrictions, so you can decide which plan works best for your business.
Student loan debt for medical students in the US at graduation is $192,000, which is 5x more the $37,172.2 of average students. If you are an MD, then these 5 things should factor most when creating your financial plan.
Who wins the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward. As the election day results are now just days away, here's what you need to know.
If you've been considering realigning your wealth with socially responsible investments, green bonds may be an ideal option for you. Here's what you need to know and consider about these environmentally-focused investments.
As a medical professional, you work, live and breathe your profession. Your job is demanding, your financial situation is complicated and you need someone who can take the reins and guide you from residency to retirement. While searching for the right financial advisor for you, ask questions about your unique financial concerns, gather recommendations from your peers and find someone who will be in it for the long-haul.
Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
The global pandemic has changed the way we interact with others - including your financial advisor. Should you consider working with a virtual advisor full time, or are you better off searching for someone local?
From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future.
Monte Carlo tools test the probability that your financial plan will do what it is designed to do by simulating thousands of scenarios. Each scenario is run by modulating inputs, such as returns, cash flows and inflation, to give a range of possible outcomes. Outcomes can then be graphed to show you and your advisor the likelihood of reaching your investment goals.
