posts by ContentAdmin - 3/14 - Beacon Hill Investment Advisory, LLC

Fall 2017 Newsletter

Tax Reform 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 additions to the deficit. Read More Scottrade and TD Ameritrade Merger Scottrade and TD Ameritrade officially joined together September 18th to …

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September 2017 Monthly Recap

Hurricane Harvey Relief Fund A number of organizations are working to provide relief to those affected by Hurricane Harvey. A charity we support, recommended to us by Dan Sharpe, of the Columbus Foundation, is the Hurricane Harvey Relief Fund, housed by the Greater Houston Community Foundation. Dan said the best type of donation for victims …

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August 2017 Monthly Recap

Client Spotlight Congratulations to the Marihugh family! Hawkins and Jute, sons of John and Kirsten Marihugh, had the honor of showing their Market Rabbits and Market Roasters (chickens) at the Franklin County Fair in July, winning numerous awards for both! The most prestigious awards being for Outstanding Market Exhibitor. Hawkins won the JD Equipment, “Outstanding …

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Summer 2017 Newsletter

Books We Are Reading Anne: Professionally: This month I am reading the Uniform Investment Advisor Uniform Law Exam Manual.  This book is long, over 700 pages! An informative book that focuses on the Uniform Securities Act. I am planning to take the Series 65 exam later this summer. For fun: I am reading “Golden Girl Forever“, one of my favorite …

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June 2017 Monthly Recap

Advisor Spotlight Beacon Hill welcomes Advisor, Greg Sazdanoff, CFP® as the newest member of our team! Greg graduated from Youngstown State University with a B.S. in Finance. Greg has been providing financial planning for clients since 2011. Greg recently relocated to Columbus from Cleveland with his wife, Kelsie.Since moving to Columbus, they have enjoyed spending …

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