Tips for a Smart Start in the New Year (2015)

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Posted on January 6th, 2015

Happy New Year! This is a great time to reflect on past successes and plan for upcoming goals. I find this time of year to […]

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Annual Market Review 2014

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Posted on January 5th, 2015

Overview The United States emerged from 2014 as the best house on a troubled block. Civil war in Ukraine, a slowing Chinese economy, a stagnant […]

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Snapshot 2014 – Economy & Markets

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Posted on January 5th, 2015

The Markets Equities: After a discouraging start, large-cap domestic equities spent much of the year climbing to new heights. Though they didn’t come close to […]

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No Matter What Your Age, Your Social Security Statement Matters

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Posted on January 2nd, 2015

Fifteen years ago, the Social Security Administration (SSA) launched the Social Security Statement, a tool to help Americans understand the features and benefits that Social […]

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Healthy Resolutions Can Pay Off (Literally)

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Posted on January 2nd, 2015

If you made a New Year’s Resolution to get healthy, you may get more bang for your resolution buck than you bargained for. That’s because […]

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Mark Fissel solidifies focus on 401(k), Pension and Trust specialties.

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Posted on December 2nd, 2014

Mark Fissel, a partner with Beacon Hill Investment Advisory, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™. The […]

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Economic Perspective – November 2014 Review

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Posted on December 2nd, 2014

U.S. gross domestic product grew during the third quarter at a slightly faster rate than the Bureau of Economic Analysis had previously estimated. However, the […]

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Market Recap – November 2014

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Posted on December 2nd, 2014

Equities generally continued to push upward in November. The small caps of the Russell 2000 were the exception; they ended the month flat and were […]

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Four Questions to Ask Before You Open Your Wallet

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Posted on December 2nd, 2014

Even if you have the best of intentions, it’s easy to overspend. According to a Gallup poll conducted June 9-15, 2014,* 58% of people who […]

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Helping Your Parents Manage Their Finances

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Posted on December 2nd, 2014

As the U.S. population gets older, more people, particularly baby boomers, are confronting a dilemma. As parents age, their ability to manage their own finances […]

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