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.

Learn More

Investments Keeping You Up at Night? Managing Stress During Market Volatility

May 20, 2020 Behavioral Finance

Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.

6 Steps to Help Protect a Loved One from Financial Elder Abuse

May 8, 2020 Financial Abuse

Financial elder abuse can take numerous forms, and its impact on a loved ones emotional, physical and financial health can be significant and long-lasting. To help protect an aging loved one in your life, consider starting on the following six steps.

A Guide to Trusts for Estate Planning

April 27, 2020 Estate Planning

You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts the surprising advantages you could be missing out on.

The CARES Act Has Waived RMD Distributions for 2020. Here's What You Should Know

April 24, 2020 Retirement Planning

The CARES Act has allowed retirees to forego taking their RMDs for the rest of 2020. Learn why this could be a money-saving move and what else you need to know with this quick guide.

Can I Still Retire? How COVID-19 Is Affecting Retirement Plans Right Now

April 24, 2020 Retirement Planning

If you are nearing retirement, it's likely the onset of COVID-19 has left you questioning where you stand. We've outlined the changes in recent legislation and what you need to know now about your future income in retirement.

Maximizing Outcomes by Reducing Taxes Over Your Lifetime

April 14, 2020 Tax Planning

There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. We examine several strategies that can help you minimize what you pay to taxes through careful and tax-conscious strategic planning.

COVID-19: You Can Now Take $100,000 From Your 401(k) or IRA, but Should You?

April 9, 2020

For a limited time, Americans have the option to withdraw up to $100,000 from their 401(k) or IRA. Considering taking advantage of this change? We'll go over what you need to know before deciding.

The Paycheck Protection Program: A Guide for Small Business Owners

April 9, 2020

The CARES Act will grant small businesses access to $350 billion in forgivable loans. Learn if your business is eligible and how you can receive financial assistance during this time.

Staying Strong: 8 Ways to Manage Your Mental Health During a Quarantine

April 9, 2020

These 8 tips can help you stay strong both mentally and emotionally as you do your part to social distance and stop the spread of COVID-19.

Do's and Don'ts of Managing Your Workforce During a Pandemic

April 9, 2020

How should you manage your business during a pandemic? This list of do’s and don’ts will help ensure that your business is as prepared as it can be during this time.