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).
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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.