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:
Use the categories below to explore topics most relevant to 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.
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.
As your child heads off to college, set some time aside to help your kid understand the financial implications their first step into freedom and independence will likely have.
Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals. Specifically, women:
Many people think of retirement planning as saving enough money to live the lifestyle they’ve envisioned and do the things they’ve planned. But that’s only part of having a successful retirement. The financial skills and planning you need for this new phase of life are different and often more complicated — and ideally should be implemented before retirement begins. We can help you develop a spend-down strategy to decrease your tax costs and increase your odds of having enough money in retirement.
From insuring your art collection to storage fees and more we're coaching you through some of the typical costs you can expect to pay as an art collector.
Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.
Recent studies show that the returns to equity investors have historically come from a relatively small number of stocks. Investors who fail to adequately diversify increase their chances of failing to own those high-performing stocks, and they are not compensated for the risks they do bear.
