posts by Mark - Beacon Hill Investment Advisory, LLC

What’s New in the College World?

If you’re the parent or grandparent of a current or prospective college student, you might be interested to learn what’s new in the world of higher education. Each quarter, Savingforcollege.com provides unbiased research and rankings of all 529 plans. Ohio’s 529 Plan is the first in the nation for five-year and ten-year investment performance. If …

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How to Avoid Scam Artists

What are the warning signs of financial scams targeting older individuals? If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you’re not alone. According to the Senate Special Committee on Aging, older Americans lose an estimated $2.9 billion annually to fraud and …

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Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directives, a will, and a …

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Market Strategies: Three Ways to Play Defense in Your Stock Portfolio

Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are some key differences, including the specific criteria by which particular stocks are selected. If you are nearing retirement or just have a more conservative risk tolerance, one of these defensive …

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The Promise of Opportunity Zones

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 liability. Following the program’s formation under the Tax Cuts and Jobs Act of 2017, the Treasury Department has identified 8,700 severely distressed communities where the benefits are available, including more …

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