Eureka! WAI presents to Girls Inc. of Orange County
Karisa Diephouse, Julie Johnson, and Jamie Cardona of Beacon Pointe Private Wealth Advisors had the great pleasure of presenting to…
Read moreArticles 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.
Sense book featured on KTLA 5 Morning News
At Beacon Pointe, we take financial literacy to heart; so much so that we have a dedicated group of professionals…
Read more
Beacon Pointe’s Best Selling Book featured as VoyageLA Trailblazer
Beacon Pointe’s Best Selling Book and co-author, Karen Sarten, CFP®, featured in VoyageLA Magazine’s Trailblazers: Rewriting the Narrative Series Beacon…
Read more
Beacon Pointe Palm Desert Office Grand Opening Ribbon Cutting Ceremony
Official Ribbon Cutting Ceremonies Held For Beacon Pointe’s Palm Desert Office Palm Desert, California – May 29, 2018 –Beacon Pointe Wealth…
Read more
Planning A Perfect Recipe for Your Future
On Friday, May 18th, 2018, Beacon Pointe’s Newport Beach office hosted a Women’s Advisory Institute (WAI) event which turned out…
Read more
Retirement Plan Fees: A Primer
When you sponsor a retirement plan, you take on the legal responsibility as a fiduciary. Being a fiduciary carries with…
Read more
401(k) Committee Basics: Why, Who, and How
One of the biggest problems that company-sponsored retirement plans face is a lack of management. Often, the CEO or head…
Read more
Where ERISA Litigation is Headed and How to Protect Your Plan
While the first litigation based on retirement plan fees appeared in 2006, it has exploded since 2015.[1] Multi-million-dollar court cases…
Read more
Does Your Advisor Use the Right Standard? Fiduciary vs. Suitability
Key Takeaways: The fiduciary standard is defined by obligations to act in the best interest of a client when providing…
Read more