May 2019 Monthly Recap

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Posted on May 11th, 2019

Opportunity Zone Update: New IRS Language

The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity Zone investments. Beacon Hill will focus on Qualified Opportunity Zone Funds (“QOZF”) that invest primarily in real estate. Read Clint’s summary about the new IRS language here! Read More

Memorial Tournament (May 27 – June 2)

Experience golf at its finest during Memorial Tournament week! Hosted by golf legend Jack Nicklaus a his own internationally acclaimed Muirfield Village Golf Club, the tournament is played each year in the honor of the greats of the game. As an invitational tournament, the Memorial attracts a top-ranked field. See the PGA professionals play on Jack’s course for an action-packed week. Read More

How to Recover From a Mid-Life Financial Crisis

A financial crisis can be scary at any age, but this is especially true when you’re in your 40s or 50s. Perhaps you’re way behind on saving for retirement or have too much debt from unnecessary spending. Regardless of how you got to this point, it’s important to develop a strategy that will re-establish financial stability. Read More

Mergers & Acquisitions: What’s in the Deal for Investors?

The primary goal of a merger or an acquisition is to boost earnings growth by expanding operations, gaining market share, or becoming more efficient. Here’s a closer look at these important transactions and some possible implications for investors. Read More