Recency Bias Can Derail You

For the 10-year period 2008 through 2017, a very wide dispersion in returns has existed in markets. As the following table shows, U.S. stocks far outperformed international stocks, and growth stocks outperformed value stocks.

Given these results, it’s no surprise I have been getting lots of queries from investors about their international equity investments. Any time an > SEE MORE

Recent Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.  Read more

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© 2018, Beacon Hill Private Wealth LLC.

Tom Geoghegan

Posted by:

Tom Geoghegan

Founder and Private Wealth Advisor
Beacon Hill Private Wealth

How to Avoid Being Victimized by Financial Deception

“I’m calling it — this is an Apple commercial,” said my 14-year-old son, about halfway into the visually stunning emotional appeal for educational experimentation that appeared on our TV while we were otherwise dedicating ourselves to one of the best college football games of the season.

Yes, it’s about that time again, when companies are rolling out new commercial campaigns in conjunction with some of the year’s most viewed sporting events–beginning with the college football playoff and culminating, of course, with the only spectator sporting event where no one wants to cede their seat during the commercials, the Super Bowl.

“I think you’re right,” I said to my son (especially gripped because the commercial featured a young man sharing a defining moment with his beloved parents via his smartphone), just as the musical crescendo sent a chill down my spine.

But then came the verdict.

> SEE MORE

Choosing a Trusted Advisor

 

The following are 10 principles we embrace to help us serve as a trusted advisor.

Act in the best interest of the client

We provide advice and recommendations that are in the client’s best interest. Period. Not because we are legally obligated to (although we are). Not because it works well as a business model (it does). Simply because it is right. Our other goals follow the path of this guiding principle.

Pursuant to the Investment Advisers Act of 1940, we follow a fiduciary duty standard of care. This is often referred to as the highest legal duty of care for a client’s welfare, and it’s one we gladly accept — in contrast to the less-­stringent suitability ­standard.

Deliver attentive, individualized service > SEE MORE

Tom Geoghegan

Posted by:

Tom Geoghegan

Founder and Private Wealth Advisor
Beacon Hill Private Wealth