July 2020 Monthly Recap

In this issue: Monthly Market Recap 2019 Tax Filing Deadline is July 15 Thinking About a Roth Conversion this Year? Turbulent Times: Bear Markets Come and […]

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2020 Q2 Market Recap

The markets have quickly taken into account optimistic news on the new case counts, vaccine front, and amazing amounts of fiscal and monetary stimulus, posting […]

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June 2020 Monthly Recap

Monthly Market Recapfrom Clint Edgington, CFA 2020 continues to be a tumultuous year.  While we are still figuring out the impacts of Covid-19 we now are […]

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May 2020 Monthly Recap

Fiscal Stimulus Coronavirus Distributions from Workplace Retirement Plans By Anne Zavaglia, CFP® Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic […]

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April 2020 Monthly Recap

The coronavirus has impacted all of our lives significantly and there are many programs that could directly impact your business and lives that require immediate […]

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March 2020 Monthly Recap

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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February 2020 Monthly Recap

When President Trump signed the SECURE Act at the end of 2019, it could easily have escaped your notice during the holiday season. While time […]

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January 2020 Monthly Recap

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

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

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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