WAI of Arizona Discuss “Tightening Your Purse Strings”
September 28, 2018
After a summer pause, Beacon Pointe’s Arizona branch of WAI (Women’s Advisory Institute) gathered in September for another luncheon as…
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.
Beacon Pointe WAI Speaks at 2018 Girl Scouts of Orange County Conference
August 27, 2018
Beacon Pointe WAI representatives Karisa Diephouse and Jamie Cardona were asked by WISE (Women Investing in Security Education) to speak…
Eureka! WAI presents to Girls Inc. of Orange County
August 8, 2018
Karisa Diephouse, Julie Johnson, and Jamie Cardona of Beacon Pointe Private Wealth Advisors had the great pleasure of presenting to…
Sense book featured on KTLA 5 Morning News
August 3, 2018
At Beacon Pointe, we take financial literacy to heart; so much so that we have a dedicated group of professionals…
Beacon Pointe’s Best Selling Book featured as VoyageLA Trailblazer
June 7, 2018
Beacon Pointe’s Best Selling Book and co-author, Karen Sarten, CFP®, featured in VoyageLA Magazine’s Trailblazers: Rewriting the Narrative Series Beacon…
Beacon Pointe Palm Desert Office Grand Opening Ribbon Cutting Ceremony
May 29, 2018
Official Ribbon Cutting Ceremonies Held For Beacon Pointe’s Palm Desert Office Palm Desert, California – May 29, 2018 –Beacon Pointe Wealth…
Planning A Perfect Recipe for Your Future
May 29, 2018
On Friday, May 18th, 2018, Beacon Pointe’s Newport Beach office hosted a Women’s Advisory Institute (WAI) event which turned out…
Where ERISA Litigation is Headed and How to Protect Your Plan
May 9, 2018
While the first litigation based on retirement plan fees appeared in 2006, it has exploded since 2015.[1] Multi-million-dollar court cases…
Does Your Advisor Use the Right Standard? Fiduciary vs. Suitability
May 9, 2018
Key Takeaways: The fiduciary standard is defined by obligations to act in the best interest of a client when providing…