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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Two Steps Forward, One Step Back for Investors

January 25, 2023 Investment Management

Even amid the market’s sharp ups and downs, the last three years of equity returns have been “normal” when considering the long arc of history.

Economic Views: Inflation May Have Peaked as New Year Begins

January 16, 2023 Investment Management

As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession. However, risks remain, which could lead to sustained higher interest rates and more headwinds to stock and bond returns.

Inherited an IRA? Here’s Why Planning Distributions Early Matters

December 18, 2022 Tax Planning

If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

How to Share Your Values with Legacy Letters

December 17, 2022 Estate Planning Most Read

Knowing your values is a big part of the financial planning process. Articulating them in a letter is a way to make sure your intangible assets are remembered.

Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy

December 1, 2022 Charitable Giving

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

End-of-the-Year Money Moves in 2022

November 30, 2022 Charitable Giving Retirement Planning Tax Planning Most Read

Here are some things you might consider before saying goodbye to 2022.

Your Guide to Year-End Charitable Giving

November 29, 2022 Charitable Giving

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

Can You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

November 29, 2022 Most Read

This article will explain what an NUA strategy is, its potential benefits, and how it works for investors.

Planning for Adoption Costs

November 1, 2022

This article will be about how much it costs to adopt a child and other financial planning aspects of adoption.

Retirement Planning: What do Military Families Need to Know?

October 29, 2022 Retirement Planning

This article will be about the unique considerations and tactics that military families should keep in mind when approaching retirement planning.