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Monthly Recap – May 2010
By Meredith StoudtPosted on June 8th, 2010
May . . . At A Glance Stocks were slammed across the board in May as we officially entered a market correction. Investors were concerned […]
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By Meredith StoudtPosted on May 8th, 2010
Performance Results Beacon Hill Investment Advisory claims compliance with the Global Investment Performance Standards (GIPS®). Investment Results shown from 3/31/2009 to 3/31/2010 on an annualized […]
Learn MoreSpring 2010 Quarterly Newsletter
By Meredith StoudtPosted on April 8th, 2010
(view as pdf) THE PROACTIVE WEALTH MANAGEMENT PROCESS™ This quarter’s activity: Cash Flow and Retirement Planning takes some work! While we do the majority of […]
Learn MoreMonthly Recap – February 2010
By Meredith StoudtPosted on March 8th, 2010
Our Clients’ Have Enjoyed Outperformance, in Good Times and Bad! Beacon Hill Investment Advisory claims compliance with the Global Investment Performance Standards (GIPS®) Investment Results […]
Learn MoreWinter 2010 Quarterly Newsletter
By Meredith StoudtPosted on February 8th, 2010
Winter 2010 Quarterly Newsletter (view as pdf) WE’VE MOVED! 84 South Fourth Street Columbus, OH 43215 P: 614.469.4685 TF: 888.614.4625 Open House: Feb. 4th 5:30 […]
Learn MoreMonthly Recap – January 2010
By Meredith StoudtPosted on February 8th, 2010
January . . . At A Glance (2010) We saw the market finally take a breather in January, which most believe is long overdue. We […]
Learn MoreMonthly Recap – November 2009
By Meredith StoudtPosted on December 8th, 2009
November. . . At A Glance (2009) After the equity markets took a healthy breather in October, the markets again strengthened in November. In general, […]
Learn MoreFall 2009 Quarterly Newsletter
By Meredith StoudtPosted on November 8th, 2009
FALL 2009 Quarterly Newsletter (view as pdf) UPCOMING EVENTS October 8, 2009 “Retirement and Wealth Planning workshop” Worthington Hills Country Club 6:30 PM Oct. 28 […]
Learn MoreMonthly Recap October 2009
By Meredith StoudtPosted on November 8th, 2009
October. . . At A Glance (2009) In short, equity markets took a breather in October with U.S. markets down across the board. The equity […]
Learn MoreSummer 2009 Quarterly Newsletter
By Meredith StoudtPosted on September 8th, 2009
Summer 2009 Quarterly Newsletter (view as pdf) UPCOMING EVENTS August 4, 2009 Symposium in partnership with Victor Ferguson, Partner with Vorys, Seymour, Sater, and Pease […]
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