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…
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Explore insights on financial planning, offering practical strategies and perspectives to support informed decisions and long-term financial well-being.
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…
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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…
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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…
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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…
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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…
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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…
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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…
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Navigating a Potentially Low-Growth and Volatile Investment Environment
Given today's uncertain market environment, Beacon Pointe invited three respected investment management firms, First Pacific Advisors, Research Affiliates, and PIMCO…
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