May 2020 Market Recap

By Clint Edgington
Posted on June 2nd, 2020

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 […]

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Pandemic + Massive Stimulus = Big Impact

By Clint Edgington
Posted on April 2nd, 2020

Our Perspective for Individual Investors and Businesses Executive Summary: Stimulus at a breathtaking, alarming scale The suddenness in the mandated halt in the economy due […]

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Covid-19’s Impact on Main Street and Wall Street

By Clint Edgington
Posted on April 2nd, 2020

Impact on the Market Covid-19’s impact on the financial markets and the real economy has been severe and historically fast.  In our March newsletter, we […]

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March 2020 Monthly Recap

By Mark Fissel
Posted on March 9th, 2020

Market Reaction to Coronavirus By Clint Edgington, CFA 2019 Income Tax Returns Tax filing season is here again. If you haven’t done so already, you’ll […]

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January 2020 Monthly Recap

By Mark Fissel
Posted on January 6th, 2020

The SECURE Act Signed into Lawby Anne Zavaglia, CFP® President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the […]

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December 2019 Monthly Recap

By Mark Fissel
Posted on December 5th, 2019

Nest Opportunity Fund The Team at Beacon Hill is proud to announce the launch of Nest. Nest is a positive impact investment fund with significant […]

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November 2019 Monthly Recap

By Mark Fissel
Posted on November 1st, 2019

Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your […]

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September 2019 Monthly Recap

By Mark Fissel
Posted on October 9th, 2019

Leverage Your 401 (k) to Build Roth Earnings By Anne Zavaglia Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way […]

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October 2019 Monthly Recap

By Mark Fissel
Posted on October 8th, 2019

Mark for Bellefontaine School Board Mark is excited to announce that he is running for a position on the Bellefontaine City School Board! As a […]

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The Promise of Opportunity Zones

By Mark Fissel
Posted on July 24th, 2019

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 […]

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