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July 2019 Monthly Recap
By jporterPosted on July 9th, 2019
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 […]
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By jporterPosted on June 9th, 2019
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 […]
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By jporterPosted on May 11th, 2019
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 […]
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By jporterPosted on March 11th, 2019
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 […]
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By jporterPosted on February 6th, 2019
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 […]
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By jporterPosted on January 13th, 2019
Hocking Hill’s Winter Hike Winter in the Hocking Hills is spectacular. The region takes on a distinct personality as waterfalls freeze and cave walls are […]
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By jporterPosted on December 11th, 2018
Congratulations to Anne! Congratulations to Anne for earning the CFP® designation! While she has always helped our clients with planning needs, she will be focusing […]
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By jporterPosted on November 7th, 2018
Beacon Hill Welcomes Anna Ursu Anna Ursu is the newest member of the Beacon Hill team. She joins us after spending several years as […]
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By jporterPosted on October 11th, 2018
Opportunity Zones By Clint Clint Edgington, CFA My most recent research has been on Opportunity Zones, and Qualified Opportunity Zone Funds (“QOZ Funds”), and the […]
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By jporterPosted on September 9th, 2018
J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience by Anne Zavaglia A small number of business owners choose […]
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