Beacon Hill Investment Advisory

09/10/2026

Do higher yields make bonds more appealing than stocks? Probably not.

06/25/2026

Embrace AI or retire early?

06/01/2026

Economists often describe the economy as K-shaped, but one market vet sees it taking a different form. Ed Yardeni says the US economy is G-shaped, describing a dynamic between boomers and younger Americans. Baby boomers are increasingly propping up growth, spending liberally and helping their childr...

05/23/2026

Financial wellness and planning aren't just about numbers. Consider building a strong social network, an asset often overlooked but crucial for a secure, fulfilling retirement. Balancing social and financial plans can enhance overall retirement satisfaction.

Most people spend decades planning for the financial risks of retirement. Almost no one plans for the social ones.

05/12/2026

Tax efficient donations means coping with an alphabet soup of RMDs and QCDs.

04/20/2026

What Moved Markets in Q1 -

My 15-year-old son is currently taking a beginner macroeconomics class in high school, and it has led to some enjoyable discussions at home about markets and current events. This past quarter offered a good opportunity for him, and seemingly for us, to determine the themes impacting the financial ma...

10/14/2025

Q3 Market Review; Final 401(k) Catch-Up Regulations -

The third quarter continued the trends from last quarter, fully recovering from the drop due to tariff scares this past spring.  Equity markets ended at all-time highs, and the bond market enjoyed gains as well, as investor expectations of a rate cut came to fruition. 

07/10/2025

Q2 Market Review; One Big Beautiful Bill -

04/10/2025

Q1 Market Review; Social Security Identity Requirements -

Relatively subdued inflationary pressures and strong economic performance across the economy started the quarter with the bull market intact, hitting all-time highs in February.  The trends from 2024 continued, with Growth stocks continuing their outperformance, further stretching their valuations.

01/16/2025

Market Review; Social Security Fairness Act -

The U.S. equity market trends that were persistent throughout 2024 continued in the 4th Quarter; and U.S. equity markets had their second consecutive year of returns over 20%.  While most assets did well on the year, equity returns continued to be focused on larger cap technology stocks with oth...