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November 2018 Monthly Recap

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Beacon Hill Welcomes Anna Ursu

Anna Ursu is the newest member of the Beacon Hill team. She joins us after spending several years as the Associate Director of Finance and Administration at Capital Law School. Anna received her Bachelor’s Degree from The Ohio State University in Public Affairs Journalism and most recently completed her MBA from Capital University in May 2018.

Anna was one of ten recipients of the The William Jefferson Clinton Scholarship which allowed her the opportunity to study at the American University in Dubai. She has a special interest in the Middle Eastern economics, politics and culture. Read more

2019 Retirement Contribution Limits Increase

The IRS has announced retirement contribution limits for 2019. It will be the first time in six years that Individual Retirement Accounts have seen an increase! Contribution limits will increase not only for IRAs, but for 401(k) and other defined contribution plans as well. Read More.

Social Security COLA Increase

Social Security recipients will see a 2.8 percent increase in their monthly checks starting in January, the largest increase since 2012. Read More

Ten Year-End Tax Tips For 2018

Our summaries on The Tax Cut and Jobs Act as well as Tax Reform 2.0 give a great roadmap on how to utilize the new tax changes to your advantage, especially for business owners. Those changes, while perhaps changing the math, don’t change the benefit that the more old fashioned tax minimization techniques can bring to the table. Read More

Tech Sector

While the Tech Sector isn’t “dominating” any of our clients portfolio, the following article does a good job of highlighting how “The Market” is referred to as being a static entity, but there is, in fact, no one “Market”. Read More

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