posts by Clint - Beacon Hill Investment Advisory, LLC

Opportunity Zone Fund Update

The landscape for Qualified Opportunity Zone funds continues to develop and show promise.  While favorable taxation should never trump underlying investment merits, this strikes us at Beacon Hill as one of the most promising arrows in our quiver for maximizing a selling business owner’s after tax returns. Rigid Requirements Create Potential Pitfalls The first set …

Read more

2018: Economy Hums While the Market Drops

2018 is a perfect lesson in the market discounting future economic information.  If I were to tell you the economy would run churn as the below stats show, what would you imagine the market to be? 1.) Largest corporate tax cut in my lifetime 2.) 3.9% unemployment 3.) Over 3% wage growth 4.) 25% earnings …

Read more

The Tech Sector Could Be Dominating Your Portfolio

While the Tech Sector isn’t “dominating” any of our clients portfolio, the below 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”.  The S&P 500 has a 12% weighting to just the 5 FAANG stocks, however, in order …

Read more

Opportunity Zones

One reason I love my job is that I get to carve out a slice for “Nerd Out” time. This is time spent reading research, crunching numbers on my own, and thinking of tax strategies, amongst other things.  Nerd Out time is not only my way of relaxing and keeping mentally curious, it helps me …

Read more

Do You Have an Exit Plan in Place for Your Business?

Exit planning is something that all business owners will have to face at some point.  Like being the executor of an estate, it is usually thrust upon someone once in their lifetime.  They initially have no knowledge of how to sell, will only learn while doing it, and will likely never use that experience again. …

Read more
Page 1 of 512345»