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May 2020 Market Recap
By Clint EdgingtonPosted on June 2nd, 2020
2020 continues to be a tumultuous year. While we are still figuring out the impacts of Covid-19 we now are dealing with flaring tensions from […]
Learn MorePandemic + Massive Stimulus = Big Impact
By Clint EdgingtonPosted on April 2nd, 2020
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 […]
Learn MoreCovid-19’s Impact on Main Street and Wall Street
By Clint EdgingtonPosted on April 2nd, 2020
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 […]
Learn MoreMarch 2020 Monthly Recap
By Mark FisselPosted on March 9th, 2020
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 […]
Learn MoreJanuary 2020 Monthly Recap
By Mark FisselPosted on January 6th, 2020
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 […]
Learn MoreDecember 2019 Monthly Recap
By Mark FisselPosted on December 5th, 2019
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 […]
Learn MoreNovember 2019 Monthly Recap
By Mark FisselPosted on November 1st, 2019
Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your […]
Learn MoreSeptember 2019 Monthly Recap
By Mark FisselPosted on October 9th, 2019
Leverage Your 401 (k) to Build Roth Earnings By Anne Zavaglia Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way […]
Learn MoreOctober 2019 Monthly Recap
By Mark FisselPosted on October 8th, 2019
Mark for Bellefontaine School Board Mark is excited to announce that he is running for a position on the Bellefontaine City School Board! As a […]
Learn MoreThe Promise of Opportunity Zones
By Mark FisselPosted on July 24th, 2019
Described as a once-in-a-generation development incentive, the federally designated areas entice investors—both individuals and organizations—with the ability to defer, reduce or potentially altogether eliminate tax […]
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