June 2020 Monthly Recap

By Mark Fissel
Posted on June 3rd, 2020

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

By Mark Fissel
Posted on May 4th, 2020

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

By Mark Fissel
Posted on April 3rd, 2020

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

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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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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