Beacon Pointe WAI Speaks at 2018 Girl Scouts of Orange County Conference
Beacon Pointe WAI representatives Karisa Diephouse and Jamie Cardona were asked by WISE (Women Investing in Security Education) to speak…
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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.
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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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