Our Blog

June 2020 Monthly Recap

Monthly Market Recapfrom Clint Edgington, CFA 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 policing tactics and racial tensions.  While we at Beacon Hill stand with both peaceful protests and safe policing, we maintain focus on our task to …

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May 2020 Market Recap

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 policing tactics and racial tensions.  While we at Beacon Hill stand with both peaceful protests and peaceful, safe policing, we maintain focus on our task to analyze markets and our …

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Department of Labor Announces E-Delivery Final Rule

Amidst the ongoing Coronavirus situation, the Department of Labor announced final rules regarding electronic communications from retirement plan fiduciaries to their participants. These rules are intended to “enhance the effectiveness of ERISA disclosures and significantly reduce the costs and burden associated with furnishing many of the recurring and most costly disclosures.” 1 The most significant …

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Paycheck Protection Program Flexibility Act

The Paycheck Protection Program Flexibility Act passed the House on May 28, 2020.  If enacted, the House bill will make a number of changes to the Paycheck Protection Program (PPP). Businesses that received a PPP Loan would have more time to use the funds, and a smaller percentage of the funds would need to be …

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Four Questions on the Roth Five-Year Rule

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth account. The rule states that you must wait five years after making your first contribution, and the distribution must take place after age 59½, when you become disabled, or when …

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