Beacon Pointe Attends Watermark Conference for Women in Silicon Valley
March 13, 2019
Beacon Pointe was an exhibitor at this year’s Watermark Conference for Women in Silicon Valley. Our firm was represented by…
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.
Active vs. Passive Investment Discussions at the California State University AOA Conference
February 22, 2019
Beacon Pointe’s Institutional Consulting Services Group attended the 2019 Auxiliary Organizations Association (AOA) Conference for the sixth year in a row. Beacon…
Beacon Pointe Day of Service: Fighting Hunger in Orange County
December 11, 2018
This holiday season, team members from Beacon Pointe headquarters braved the rainy Southern California roads and flash flood warnings to…
Market Update: The Roller-Coaster Ride
December 7, 2018
December 6, 2018 Market Update: The Roller-Coaster Ride The market has seen quite a bit of volatility this year and…
Leadership Team Attends this year’s Charles Schwab IMPACT 2018 Conference in Washington, D.C.
November 13, 2018
Several professionals from Beacon Pointe’s Leadership Team were active participants at this year’s Charles Schwab IMPACT 2018 Conference in Washington,…
Bonding with Clients through an American Whiskey Tasting!
November 9, 2018
Last Week on November 1st, Beacon Pointe hosted an American Whiskey Tasting at Phat Scooters in Phoenix, Arizona for clients…
Beacon Pointe Welcomes Michael Dow as CIO
November 8, 2018
Newport Beach, California – November 6, 2018 – Beacon Pointe Advisors has hired Michael Dow, CFA, CPA, as Chief Investment Officer. Michael…
From Dream to Reality: Retirement Planning 101
November 8, 2018
This past October 4th through 6th, Beacon Pointe Wealth Advisor’s Jill Steinberg attended and presented at Princeton University’s She Roars…
Beacon Pointe Semi-Annual Leadership Summit Fall 2018
September 28, 2018
The Fall 2018 Beacon Pointe Leadership Summit was hosted in Newport Beach, CA on September 23- 25th, 2018. The purpose…