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.

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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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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.

Common Scams to Be Aware of During the COVID-19 Pandemic

April 9, 2020

Falling victim to a scam is the last thing you should have to worry about amidst the global COVID-19 pandemic. Remain vigilant and alert as you keep you and your loved ones protected during these uncertain times.

A Guide to Managing Your Money During the COVID-19 Pandemic

April 9, 2020

Battling a global pandemic means confronting factors outside of our control — but there are still certain ways you can protect and manage your money during COVID-19.

How Could the Behavior Gap Affect Your Investments During This Time of Market Volatility?

March 31, 2020 Behavioral Finance

As the Coronavirus spreads, worldwide anxiety increases. Explore 4 ways that momentous events can affect investment decisions — and how to remain balanced amidst the fear.

Thinking of Investing During the Market Downturn? Make These 5 Considerations First

March 25, 2020

The recent market downturn could be a beneficial opportunity for some investors. Should you be taking advantage of today's bear market? We'll help make your decision easier with these 5 considerations.

A Guide to the Recently Passed Paid Leave Benefits Amidst Global Pandemic

March 24, 2020

For the first time, the United States will have federally mandated paid leave. The question is, who qualifies for the emergency measure and what will it mean for businesses moving forward?

Bear Markets and the Threat of Recession: What You Need to Know

March 19, 2020

As of March 11, 2020, the United States has entered a bear market. Brush up on your investment terms and what this means for our economy, your investments and the possibility of a recession.

Coronavirus: Why Your Next Moves Are More Important Than the Market's

March 19, 2020

Social isolation doesn't mean we're immune to hearing, reading and talking about the coronavirus. But before you make any drastic financial moves, we've outlined some important things to consider first.

How to Support Local Businesses During a Pandemic

March 18, 2020

Wondering how your favorite shops and restaurants are going to fare in the pandemic? Here are 7 ways you can support them in the coming weeks.