Monthly Recap – April 2010

By Meredith Stoudt
Posted 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 […]

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Spring 2010 Quarterly Newsletter

By Meredith Stoudt
Posted 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 […]

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Monthly Recap – February 2010

By Meredith Stoudt
Posted 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 […]

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Winter 2010 Quarterly Newsletter

By Meredith Stoudt
Posted 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 […]

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Monthly Recap – January 2010

By Meredith Stoudt
Posted 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 […]

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Monthly Recap – November 2009

By Meredith Stoudt
Posted 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, […]

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Fall 2009 Quarterly Newsletter

By Meredith Stoudt
Posted 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 […]

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Monthly Recap October 2009

By Meredith Stoudt
Posted 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 […]

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Summer 2009 Quarterly Newsletter

By Meredith Stoudt
Posted 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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Spring 2009 Quarterly Newsletter

By Meredith Stoudt
Posted on June 8th, 2009

Spring 2009 Quarterly Newsletter (view as pdf) ANNOUNCEMENTS/EVENTS We are excited to announce our partnership with Miami University in the research of active vs. passive […]

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