Newsletter

Pandemic + Massive Stimulus = Big Impact

Our Perspective for Individual Investors and Businesses Executive Summary: Stimulus at a breathtaking, alarming scale The suddenness in the mandated halt in the economy due to the Covid-19 pandemic is unprecedented.  Alarmed at the outlook of a crashing economy, the government has pulled out all the stops.  This is a firehose response that makes the …

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Covid-19’s Impact on Main Street and Wall Street

Impact on the Market Covid-19’s impact on the financial markets and the real economy has been severe and historically fast.  In our March newsletter, we mentioned the market had experienced its “fastest 10% drop from an all-time high” and that “you can quickly daisy-chain a set of scenarios that begins to impact corporate profits significantly.”  …

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March 2020 Monthly Recap

Market Reaction to Coronavirus By Clint Edgington, CFA 2019 Income Tax Returns Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together – that includes getting your hands on a copy of your 2018 tax return and gathering W-2s, 1099s, and deduction records. Read More Spring …

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January 2020 Monthly Recap

The SECURE Act Signed into Lawby Anne Zavaglia, CFP® President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20th. Included in the federal government’s recent spending, the SECURE Act is designed to help Americans increase and preserve their retirement savings. The provisions in …

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December 2019 Monthly Recap

Nest Opportunity Fund The Team at Beacon Hill is proud to announce the launch of Nest. Nest is a positive impact investment fund with significant tax advantages. We invest in residential real estate located in America’s underserved communities. Nest Opportunity Fund is appropriate for accredited investors who have over $100k in capital gains realized in …

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