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 make better decisions over time.
Topics commonly covered include:
Use the categories below to explore topics most relevant to your situation.
If you’d like to discuss how these planning concepts apply to your own circumstances, you’re welcome to request an introductory conversation.
One of the most common financial goals people have is to set their children up for long-term financial success. For many, this involves establishing inheritances. Use these tips to help you start determining how to best distribute your assets.
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
It's a very real possibility that illness can wipe out all savings and even push a person to bankruptcy. Here's 5 ways to prepare before the illness occurs.
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
You've imagined your dream retirement, but how can you know if you’ll be able to afford it? Estimating your Social Security benefits is an important component to any retirement plan.
Are you still paying your children’s phone bill or offering financial assistance when they ask for it? Supporting your adult children can decrease your chances of a quality retirement and inhibit their growth. If it’s time to smoothly cut the cord — follow these 4 steps to ease the process!
This year has been yet another reminder that the prediction game can be a losing one for investors.
Show your kids the importance of giving back during the holiday season with these 15 fun and simple ways to help those in your community.
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.
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.