Tackling Market Outperformance and Tax Day Questions

Our latest webcast tackled two timely topics—a short but sweet conversation about the recent market performance of our foundational investment strategies; and a deeper dive into the considerations clients and investors may have as Tax Day quickly approaches.

Listen in on a conversation with our colleague, Chief Investment Officer Jared Kizer, CFA; Sue Stevens, CPA/PFS, CFP®, CFA®, CAP® and Chief Planning Officer Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS®.

Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA).      

This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please consult legal or tax professionals for specific information regarding your individual situation. 

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Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful. Investing involves risks including possible loss of principal. Investors should talk to their financial advisor prior to making any investment decision. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit.