posts by ContentAdmin - Beacon Hill Investment Advisory, LLC

July 2019 Monthly Recap

Beacon Hill is Moving! Beacon Hill is moving to Dublin in September! Conveniently located on Franz Rd just north of Tuttle Blvd, we’ll have ample parking for clients and visitors to the office. While we will miss our downtown location that served us well for the last decade, we look forward to what the next …

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June 2019 Monthly Recap

Shorthill Promotes Financial Literacy with Ohio Legislators Evidence of the need for greater financial literacy surrounds us from the student debt crisis to the alarming number of people who have trouble managing spending, let alone make intelligent investment decisions. Because of this, Beacon Hill is directly involved in the efforts by the Financial Planning Association …

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May 2019 Monthly Recap

Opportunity Zone Update: New IRS Language The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity Zone investments. Beacon Hill will focus on Qualified Opportunity Zone Funds (“QOZF”) that invest primarily in real estate. Read Clint’s summary about the new …

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March 2019 Monthly Recap

Beacon Hill Welcomes Hayley Gillum Hayley Gillum joined the Beacon Hill team in January as an Administrative Assistant. Ms. Gillum is a graduate of the Ohio State University with a Bachelor’s degree in Consumer and Family Financial Services with a specialization in Financial Planning. She is excited to be working in the financial services industry, …

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February 2019 Monthly Recap

Arnold Sports Festival The Arnold Sports Festival is the largest multi-sport event in the world. In Columbus, Ohio, nearly 200,000 fans will watch an estimated 20,000 athletes from 80 nations compete in 70 sports. The Arnold Sports Festival is co-promoted by legendary bodybuilder and film star Arnold Schwarzenegger and is a proving ground for many …

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