August 2019 Monthly Recap

Protect Yourself from Fraud

By Hayley Gillum

Phone scams and cyber fraud are a serious threat in today’s world. It is important to us at Beacon Hil that we take the right steps to ensure the security of our client’s sensitive material. Read more!

The Promise of Opportunity Zones

Our own Clint Edgington, CFA and two other area leaders weigh in on the future of opportunity zone funds and the promise they hold for communities and investors. Check out the Columbus Business Firstroundtable discussion here. Read more!

Is an Opportunity Zone Fund Right for You?

Opportunity Zones present immediate tax and investment opportunities for investors and entrepreneurs. Download our white paper to explore the overview, benefits, and requirements of investing in an Opportunity Zone Fund. Read more!

Affected by the Equifax Data Breach? File a Claim Now.

If you’re among the 147 million people whose data was exposed in the 2017 Equifax data breach, you can now see if you’re eligible to submit a claim to recover the money you spent or lost as a result of the massive database hack. Simply check your eligibility by providing your last name and last six digits of your social security number. Click here.

Ohio’s 529 Plan Ranks First!

If you’re a parent or grandparent of a current or prospective college student, you might be interested to learn what’s new in the world of higher education. Here is some great news for you! As of March 2019, Ohio’s 529 Plan ranks first in the nation for the 5-year and 10-year investment performance category according to savingforcollege.com! Learn more about what’s new in the college world. Read more!

Playing Defense in Your Stock Portfolio

Defensive investment strategies share a common goal – to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are key differences in which particular stocks are selected. If you are nearing retirement or just have a more conservative risk tolerance, one of these defensive strategies may help you manage risk while maintaining a robust equity portfolio. Read more!