February 2020 Monthly Recap

By Mark Fissel
Posted on February 5th, 2020

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

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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August 2019 Monthly Recap

By Mark Fissel
Posted on October 8th, 2019

  Protect Yourself from Fraud By Hayley Gillum Phone scams and cyber fraud are a serious threat in today’s world. It is important to us […]

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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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July 2019 Monthly Recap

By jporter
Posted on July 9th, 2019

Beacon Hill is Moving! Beacon Hill is moving to Dublin in September! Conveniently located on Franz Rd just north of Tuttle Blvd, we’ll have ample […]

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June 2019 Monthly Recap

By jporter
Posted on June 9th, 2019

Shorthill Promotes Financial Literacy with Ohio Legislators Evidence of the need for greater financial literacy surrounds us from the student debt crisis to the alarming […]

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May 2019 Monthly Recap

By jporter
Posted on May 11th, 2019

Opportunity Zone Update: New IRS Language The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second […]

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March 2019 Monthly Recap

By jporter
Posted on March 11th, 2019

Beacon Hill Welcomes Hayley Gillum Hayley Gillum joined the Beacon Hill team in January as an Administrative Assistant. Ms. Gillum is a graduate of the […]

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