Own a Small Business? Improve Your Day-to-Day Cash Flow with These Valuable Strategies
February 16, 2021
Many small business owners and entrepreneurs worry about daily cash flow issues on a regular basis. If you face the…
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.
Manager Selection: The Quixotic Search for Skill
February 12, 2021
Active skill exists…. but it is challenging to detect reliably and, even when present, decays over time. The traditional approach…
Interview Questions for Potential Financial Advisors
February 5, 2021
Most people spend more time purchasing a mattress than they do researching an investment advisor; however, a healthy relationship with…
A Peer Company Risk Modeling Approach to Asset Allocation
January 12, 2021
Asset allocation, the most important decision any investor makes, explaining more than 90% of performance, is particularly...
Add This to Your Interstate Moving Checklist – Unpack & Update Your Estate Plan
January 4, 2021
Are you one of the 4.7 million individuals that moved out of state last year to be closer to family,…
End of Year Giving with Charitable Trusts
January 4, 2021
While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that will...
Giving with Purpose – ‘Tis The Season to Spread Holiday Cheer to Charities and Loved Ones
December 17, 2020
Here are fresh giving ideas for this holiday season and year-end. Charitable giving often has benefits beyond helping to improve…
Year End Tax Planning: Moves to Consider Before 2020 Comes to a Close
December 1, 2020
End-of-year tax planning is more difficult this year than normal, given we do not yet know if next year will…
Gift Stocks: Donations That Matter
November 30, 2020
Many charities accept not only cash as donations but also stocks, bonds, and mutual funds. Gifts of stock, in general,…