posts by Clint - Beacon Hill Investment Advisory, LLC

Tax Reform

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The long awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the procedure Senate leaders plan to use will require no addition to the deficit in order for changes to be permanent.  This would require slashing existing tax breaks, almost all of which …

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The Impact of Brexit

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For my fellow central Ohioans, below is a “Clint’s notes” summary of a number of articles and analyses that may impact our clients and portfolios.  I’m sure many others have been following more closely and I encourage them to reach out to me with any thoughts or comments. The European Union is an economic and …

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Cash Balance Plans

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Cash Balance Plans- Squeeze 20 years of retirement savings into 10! If you’re like many Doctors, Engineers, Lawyers, or “ologists” (i.e. Radiologists, Cardiologists, etc.) that own your own practice, you’ve put off saving for your own retirement due to paying off huge student loans, paying for your kids’ educations, etc. With taxes taking half of …

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DOL Attempts to change who must act as a Fiduciary

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Executive Summary The Department of Labor has proposed an amendment to redefine and expand who must act as fiduciaries in the retirement plan space and those who give advice for Individual Retirement Accounts. A fiduciary has a legal obligation to act in the best interest of their client. Specifically, they must act with the “care, …

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Market Commentary

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Global markets were generally down in August. While we tend to shy away from creating the narrative of “why” markets do what they do, it’s pretty clear that market participants are worrying about the Federal Reserve’s interest rate increase (September or December) and how the global players will deal with China’s slowing economy. For August, …

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