Beech Tree Hill Wealth Management

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

White Elephant Inheritance This article deals with how one might deal with a burdensome inheritance.

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Can group and private disability policies work together?

Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

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It's Go Time for the Federal Reserve This week's Weekly Market Commentary discusses key insights from Federal Reserve Chairman Jerome Powell's recent speech, emphasizing the need for policy adjustments in response to labor market fragilities and the potential for a soft landing. Powell highlights the critical role of an independent and...

The Time Has Come for Lower Interest Rates Dr. Jeffrey Roach, LPL’s Chief Economist, gives key takeaways from the Jackson Hole Economic Symposium and the recent revisions to payrolls.

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Mastering Risk: Stick to Singles and Doubles in Investing LPL Financial's Chief Investment Officer, Marc Zabicki, discusses why a stable portfolio and prudent risk management are key during market uncertainty.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

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A big THANK YOU this Thursday to our Renewing Chamber members! Your continued support is so appreciated.

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Are your passwords easy to crack or difficult to decipher? Test your knowledge.

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Stock and Bond Market FAQs From the Field This week's Weekly Market Commentary discusses LPL Financial's annual Focus conference, a pivotal event for financial advisors to grow professionally and impact clients positively. Held in San Diego with nearly 9,000 attendees, this year's conference featured valuable face-to-face interactions betwe...

Q2 2024 | Earnings Season Dashboard | Week 5 Explore the latest Q2 earnings insights for the S&P 500, highlighting an 11.2% year-over-year EPS growth, with standout performances in healthcare, utilities, and financial sectors. Despite a lower-than-usual average upside surprise, forward estimates remain stable and the forward P/E ratio suggests...

10 tips that can head-off marriage money problems.

Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What will your family do if you can't earn an income? Here are steps you can take today.

Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Q2 2024 | Earnings Season Dashboard | Week 4 Explore the latest Q2 earnings insights for the S&P 500, highlighting an 11% year-over-year EPS growth and significant surprises in sectors like utilities, healthcare, and financials. Despite a slight dip in forward estimates, the S&P 500 maintains a strong valuation with a forward price-to-earnings...

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

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Global Portfolio Strategy | July Gains Give Way to August Volatility Discover how stocks and fixed income markets performed in July and early August, with insights into the S&P 500's resilience despite a pullback and the role of high-quality bonds in stabilizing portfolios amid market volatility. Learn about the shifting focus of market participants towards macroecon...

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Helpful Retirement Strategies for Women Learn how to address the challenges that women face when planning for retirement.

Without your knowing, your investment portfolio could be off-kilter. What to look for in this message.

Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter.

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.

When was the last time you paid yourself first?

Pay Yourself First It sounds simple, but paying yourself first can really pay off.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

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Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Retirement Plan Detectives Watch this fun video for tips on how to search for missing money.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

How Will the Economy React to AI? What do concerns or uncertainty about AI mean for your future and your financial strategy?

Tax time can be a good time to give your household budget a checkup.

Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.