Take Time Now to Make Tough Times Easier for Loved Ones
Everyone wants to minimize burdens that their family faces in a time of emergency, illness or death. Minimizing these burdens…
Read moreFinancial Planning
Explore insights on financial planning, offering practical strategies and perspectives to support informed decisions and long-term financial well-being.
Things You Should Pay Attention to When Choosing an Investment Advisor
One of the biggest challenges with finding the right financial advisor is that it is a very personal decision and…
Read more
Physician Practices: Financial Plan and Protect
In the medical profession, small mistakes can have grave consequences, so it’s no wonder medical professionals have become a huge…
Read more
2013 Year-End Tax Planning is Upon Us!
On behalf of the Beacon Pointe family, we want to wish you the best during this holiday season, and thank…
Read more
Image Isn’t Everything: Discovering Your Financial Priorities
During a recent conversation with a few friends, one of them posed the question: "Why don't I get to drive…
Read more
The High Cost of Waiting
With interest rates at all time lows and the 10 year treasury hovering around 1.8% people are beginning to doubt…
Read more
Path of the Global Economy Going in Two Directions – Which is Our Fate?
Above is a diagram I put together back in 2011 that was shared and discussed with our Beacon Pointe Investment…
Read more
The $100 Example: Protecting Down Markets
We are not saying that participating in up markets is not important - it absolutely is. What we are saying…
Read more
Five Things to Expect in 2013
What a wild ending to 2012! The uncertainty surrounding the Fiscal Cliff negotiations and then sudden optimism that there would…
Read more