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INNOVATING WEALTH STRATEGY

wealth. it's different for everyone.

We don’t have just one approach. Because we don’t have just one client. Our style of wealth management is flexible. Deliberately. Our ever-changing methods let us design wealth strategies specifically to fit the needs of each individual client – taking advantage of new opportunities, investments and technologies as they arise.

INSIGHTS & RESOURCES

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    Market Outlook 4Q Review 2019

    The S&P 500 delivered another strong quarter of returns in Q4, capping off a tremendous year for U.S. equities. There were several reasons behind the market rally.

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    US - Iran Tensions Memo

    The recent escalation of tension between the US and Iran, has created short term volatility on global risk assets. We felt you could benefit from some of our thoughts.

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    SECURE Act Memo

    On December 20, 2019, new legislation known as the SECURE Act was enacted that included important changes affecting retirement plans, including IRAs.

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Why beacon trust

When it comes to preserving and growing your wealth, you need an experienced firm to work with you through every financial phase of life, clearly understanding your goals today and tomorrow. No matter what phase you happen to be in, Beacon Trust has the knowledge, experience and services to innovate your wealth strategy.

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