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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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 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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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…
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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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Sip, Swirl and Savor: The Key to Wellness
Thursday, April 26th was the annual Client Appreciation Event for the BPWA Newport Beach office. The event took place at…
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How a Retirement Plan Advisor Can Help You Beyond Investments
Previously we discussed the invaluable service that a retirement plan advisor can provide in helping to select and monitor plan…
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