Hybrid Funds: Balanced, Lifestyle, or Target?

By Mark Fissel
Posted on November 29th, 2018

Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only […]

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Gray Divorce: Dividing Assets Can Impact Retirement

By Mark Fissel
Posted on November 29th, 2018

Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.1 Individuals age […]

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Reviewing Your Estate Plan

By Mark Fissel
Posted on November 29th, 2018

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]

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November 2018 Monthly Recap

By jporter
Posted 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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Retirement Contribution Limits Increase in 2019

By Anne Zavaglia
Posted on November 5th, 2018

The IRS has announced retirement contribution limits for 2019.  It will be the first time in six years that Individual Retirement Accounts have seen an […]

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The Tech Sector Could Be Dominating Your Portfolio

By Clint Edgington
Posted on November 5th, 2018

While the Tech Sector isn’t “dominating” any of our clients portfolio, the below article does a good job of highlighting how “The Market” is referred […]

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Beacon Hill Welcomes Anna Ursu!

By Mark Fissel
Posted on November 5th, 2018

Anna Ursu is the newest member of the Beacon Hill team.  She joins us after spending several years as the Associate Director of Finance and […]

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Ten Year-End Tax Tips for 2018

By Mark Fissel
Posted on November 2nd, 2018

Our summaries on The Tax Cut and Jobs Act as well as Tax Reform 2.0 give a great roadmap on how to utilize the new […]

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October 2018 Monthly Recap

By jporter
Posted 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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Opportunity Zones

By Clint Edgington
Posted on October 5th, 2018

One reason I love my job is that I get to carve out a slice for “Nerd Out” time. This is time spent reading research, […]

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