Q2 2021 Market Insight: Strong Gains Continue with Possibility for Increased Volatility

The strong gains of the second quarter and the first half of 2021 reflected continued government support for the economy combined with a material improvement in the domestic pandemic situation. Yet there may be a balancing act with the looming potential for longer-term inflation. Read the Newsletter

Q2 2021 Market Insight: Strong Gains Continue with Possibility for Increased Volatility2021-07-28T22:21:37+00:00

Q1 2021 Market Insight: Optimism for an Economic Renewal Post Pandemic

In the first quarter of 2021, there has been renewed hope for the post-pandemic world. Investors have been optimistic that financial recovery is on the horizon with robust consumer spending. On the other hand, interest rates are rising, and new plans are being implemented to overhaul infrastructure which may have implications on tax rates. Read [...]

Q1 2021 Market Insight: Optimism for an Economic Renewal Post Pandemic2021-04-27T16:31:08+00:00

Making Sense of Bitcoin

It was as recent as late 2017 when bitcoin last enjoyed a meteoric rise with its price approaching $20,000 per coin in December. Following that peak, bitcoin has endured a series of ebbs and flows, bottoming in January 2019 at $3,450 per coin, but its price is once again rising. Since March 2020, bitcoin is [...]

Making Sense of Bitcoin2021-02-17T18:47:15+00:00

Q4 2020 Market Insight: 2020 Results Finish Strong Despite Tumult

Describing 2020 in one word would be “tumultuous”. COVID-19 spun life as we know into a tailspin and the financial markets were not immune to that. High debt for the country, inflation concerns, and Bitcoin booms are all on the radar moving into the new year. Read the Newsletter

Q4 2020 Market Insight: 2020 Results Finish Strong Despite Tumult2021-01-29T21:07:47+00:00

Q3 2020 Market Insight: Economy, Not Election, Will Drive Returns

This continues to be one of the most unpredictable years in recent memory, as markets remained strong in the third quarter despite a resurgence in coronavirus cases. Equity markets rallied thanks to a combination of accommodative Fed policy, hopes for a COVID-19 vaccine, and a stronger-than-expected economic rebound. Read the Newsletter

Q3 2020 Market Insight: Economy, Not Election, Will Drive Returns2021-02-17T18:47:06+00:00

Beaumont Financial Partners Named to 2020 Financial Times 300 Top Registered Investment Advisors

Beaumont receives this industry recognition for the fourth consecutive year Needham, MA (July 30, 2020) – Beaumont Financial Partners, LLC (“Beaumont”) today announced that it has been named to the 2020 Financial Times 300 Top Registered Investment Advisors. The list recognizes top independent RIA firms from across the United States. Beaumont was selected as one [...]

Beaumont Financial Partners Named to 2020 Financial Times 300 Top Registered Investment Advisors2020-07-30T20:33:19+00:00

Q2 2020 Market Insight: Unprecedented Times

While only half over, 2020 has proved to be an unprecedented year thus far. The global pandemic seems to have changed our world forever. In this ever-changing world, one thing has not changed: our commitment to provide you sound, stable advice as we navigate these uncertain times together. We are happy to share our Q2 [...]

Q2 2020 Market Insight: Unprecedented Times2020-07-30T20:32:40+00:00

Summary of the Coronavirus Aid, Relief, and Economic Security (CARES) Act

This update summarizes the developments of the most massive stimulus bill in American history, the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The CARES Act will provide billions of dollars of relief to individuals, businesses, state and local governments, and the health care system suffering the impact of the COVID‐19 coronavirus in the United [...]

Summary of the Coronavirus Aid, Relief, and Economic Security (CARES) Act2020-04-15T18:42:22+00:00

Getting Down to Basics: Estate and Gift Taxes

You work hard, save, and take care of your money throughout your life. Therefore, you also need a good plan in place for estate taxes and inheritances to ensure your money goes where you want it to after you pass on. Follow along below to better understand the basics of how estate and gift taxes [...]

Getting Down to Basics: Estate and Gift Taxes2020-04-07T18:53:29+00:00

Looking for an Alternative: A Guide to Alternative Investments

Historically, traditional asset classes such as stocks (equity), bonds (fixed income), and cash have been the primary tools used to build a diversified portfolio.  Stocks provide the opportunity for long-term growth, while bonds have typically preserved investor capital and provided current income in the form of regular interest payments.  As we have highlighted in previous [...]

Looking for an Alternative: A Guide to Alternative Investments2020-04-07T20:01:22+00:00