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.
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As our parents age, it’s natural to worry and wonder about their health. But looking early on for financial troubles as well could save you and your family from hassle and headaches later down the line.
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.
As an executive, it's important to ensure that the complexities of your finances are organized so that your legacy and estate are well taken care of in the long run.
If you have the discipline and cash flow to save more than half of your income each month to put toward an early retirement, FIRE might work for you.
The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven financial planning opportunities that every investor should consider before year-end.
The 1969 Woody Allen film, Take the Money and Run, is one of my personal favorites. The most memorable scene is when Allen is captured after escaping from prison and his punishment is solitary confinement with an insurance salesman. Not many people are interested in discussing their need for insurance. It’s certainly not an exciting topic (nor is investing for some). For many, discussing mortality and disability risks are unpleasant subjects. In addition, most people don’t like being “sold” something. There are so many different types of insurance (and from many different companies), that many are left wondering, “Do I really need this? Is it worth the expense? Am I wasting my money?”
Private equity investing has created enormous wealth for those fortunate to be the general partners of a fund. But for regular investors – the limited partners – recent studies show that when properly adjusted for risks, PE returns lag those of the less risky public markets. Moreover, there is little evidence that investors can identify, in advance, the very few PE funds that will outperform.
As a retiree, or an older individual, you may find yourself at risk for encountering financial scams. Here are a few ways to protect yourself and your loved ones.
There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.