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Insightful Perspectives to Guide Your Financial Journey

At Beacon Hill Private Wealth, we believe that financial success is rooted in evidence-based strategies and informed decision-making. Our "Viewpoints" blog is designed to provide high-net-worth individuals with research-backed insights, actionable strategies, and expert perspectives on the most pressing financial topics.

From advanced portfolio management techniques to planning for retirement and navigating market volatility, our articles distill complex financial principles into clear, actionable steps. We focus on helping you grow, protect, and manage your wealth by aligning proven financial theory with the practical realities of today's markets. Whether you are interested in optimizing tax efficiency, understanding the benefits of diversification, or exploring alternative investments, our content offers the depth and clarity you need to make confident decisions.

Explore our diverse range of topics, and discover how our evidence-based approach can simplify your financial life while helping you achieve your long-term goals. We invite you to dive into our expert-driven articles and gain the knowledge needed to preserve and grow your wealth.

Ready to Take Control of Your Financial Future?

If these insights resonate with your goals, we invite you to take the next step. Schedule a complimentary consultation to explore how we can craft a personalized, evidence-based financial plan tailored to your unique circumstances.  

Recency Bias Erodes Discipline and Destroys Investor Returns Thumbnail

Recency Bias Erodes Discipline and Destroys Investor Returns
Behavioral Finance

Recency bias is the tendency to overweight recent events/trends and ignore long-term evidence. This leads investors to buy after periods of strong performance—when valuations are higher and expected returns are now lower—and sell after periods of poor performance—when prices are lower and expected returns are now higher. Buying high and selling low is not exactly a prescription for successful investing. Yet, it is the way many individuals invest. What disciplined investors do is the opposite—rebalance to maintain their well-thought-out allocation to risk assets.

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How to Talk to Your Kids About Money Thumbnail

How to Talk to Your Kids About Money
Most Read

Only 16.4 percent of U.S. high school students are required to take a personal finance course. It's up to you as a parent to teach your children financial basics. Here are 5 steps to get you started on the right foot.

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How to Craft a More Fulfilling Vacation Thumbnail

How to Craft a More Fulfilling Vacation

With the back-to-school chaos behind us, the year’s end and the recurring planning topics that correspond with those boxes on the calendar—tax and retirement planning, and especially charitable giving—start coming into sharper focus. I love hearing the stories behind my clients’ charitable interests and causes, at this or any time of the year, and I’m always intrigued to learn more about how others map their values onto their lives. As we’ve begun to craft a theme of giving and volunteerism through our own family narrative, these discussions have led us to pursue an unorthodox approach to our most recent vacation.

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