Former Ellevest Advisor, Allison Kvikstad, CFP®, CDFA®, Joins Beacon Pointe Advisors
March 3, 2025
Allison Kvikstad, CFP®, CDFA®, has joined Beacon Pointe Advisors as a Partner and Managing Director. Formerly a Senior Private Wealth…
Articles and News
A dedication to education is a Beacon Pointe hallmark. Here you’ll find informative articles on a wide variety of topics including macroeconomics and the markets, investing, financial planning and much, much more.
Online Safety & Security: Cybersecurity Tips for Tax Season and Beyond
February 26, 2025
Throughout the year and especially during tax season, it is crucial to keep your personal and financial data safe and…
Macro & Markets: February 2025 – An Update from Beacon Pointe CIO
February 14, 2025
This quarterly macroeconomic update offers a high-level overview of key economic trends shaping the markets. Topics include the latest developments…
Beacon ‘Pointe of View’ – A Market Update February 2025
February 6, 2025
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including...
Decoding Your California Insurance Coverage
January 30, 2025
This educational session, moderated by Beacon Pointe Senior Wealth Advisor, Julia Cummings, and joined by Acrisure Account Executive, Fred Giron,…
Key Types of Home and Auto Insurance Premiums Explained
January 23, 2025
Auto and home insurance are fundamental safeguards that help protect individuals from significant financial loss and liability in their...
FAQs About Long-Term Care Insurance
January 21, 2025
Extended Care/Long-Term Care planning is not just about covering the cost of care. There are many aspects to consider before…
Tips for Navigating Insurance After a Home Loss Due to Natural Disaster
January 21, 2025
To help you navigate the often complex process of dealing with insurance claims and recovery, we’ve compiled essential tips...
Beacon ‘Pointe of View’ – A Market Update January 2025
January 13, 2025
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including...