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.
Marrying later in life? Ensure love and finances align. Our article covers estate planning, Social Security, tax implications, and asset protection to help you make informed decisions. Secure your future together!
A comprehensive perspective on the active elements in indexing, highlighting how even "passive" strategies involve a series of crucial decisions. At Beacon Hill, we ensure those decisions are guided by the evidence and tailored to our clients’ needs.
Learn how corporate executives can leverage Rule 10b5-1 trading plans to sell company stock legally and strategically. This SEC-approved method allows executives to prearrange stock sales, diversify their portfolios, and avoid insider-trading allegations. Understand the key benefits, compliance tips, and best practices for setting up a 10b5-1 plan, ensuring you stay within SEC rules while meeting your financial goals. Whether you're looking to reduce risk or plan for liquidity, a 10b5-1 plan could be the key to safeguarding your stock transactions.
Negotiating stock options or RSUs? Understanding the fine print is crucial to maximizing the value of your equity compensation. Learn key strategies for negotiation, termination protections, and tax implications to ensure you're making the most informed decisions for your financial future.
Maximize your retirement with a customized spend-down strategy. Beacon Hill Private Wealth offers expert guidance to protect your wealth, minimize taxes, and secure your financial future. Learn how our evidence-based solutions can help you enjoy a stress-free retirement.
This blog will provide a guideline for how often investors should review their estate strategy and also include some important life changes that should prompt an immediate review.
This blog will discuss how retirement planning for business owners differs from retirement planning for employees.
