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.

Want to discuss 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.

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Essential Tips for Winter Fire Safety

December 2, 2024

Winter brings with it so many warm memories, but it is also the season with the most fire hazards. Learn more about how to protect yourself and your family this winter.

Romance in Retirement: Financial Considerations When Marrying Later in Life

October 19, 2024

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!

More Than Passive: The Critical Decisions That Influence Your Portfolio

October 9, 2024 Investment Management Protecting Wealth Risk Management Most Read

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.

What Kind of Returns Can You Anticipate from Your Portfolio?

October 7, 2024 Investment Management

How Corporate Executives Can Use a Rule 10b5-1 Trading Plan for Their Company Stock

September 19, 2024 Investment Management Risk Management Most Read

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.

Key Insights for Negotiating Stock Compensation Packages

September 6, 2024 Protecting Wealth Retirement Planning Risk Management

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.

Designing Your Spend-Down Strategy: Protecting Your Wealth for Retirement and Beyond

August 26, 2024 Protecting Wealth Retirement Planning Most Read

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.

5 Reasons to Start Succession Planning for Your Business

August 23, 2024

Top Estate Planning Mistakes to Avoid

August 10, 2024 Estate Planning

How Often Should I Update My Estate Strategy?

July 31, 2024

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.