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…
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.
Does Your Advisor Use the Right Standard? Fiduciary vs. Suitability
May 9, 2018
[vc_row][vc_column][vc_column_text css=””] Key Takeaways: The fiduciary standard is defined by obligations to act in the best interest of a client…
Retirement Plan Fees: A Primer
May 9, 2018
When you sponsor a retirement plan, you take on the legal responsibility as a fiduciary. Being a fiduciary carries with…
401(k) Committee Basics: Why, Who, and How
May 9, 2018
[vc_row][vc_column][vc_column_text css=””] One of the biggest problems that company-sponsored retirement plans face is a lack of management. Often, the CEO…
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…
Sip, Swirl and Savor: The Key to Wellness
May 7, 2018
Thursday, April 26th was the annual Client Appreciation Event for the BPWA Newport Beach office. The event took place at…
How a Retirement Plan Advisor Can Help You Beyond Investments
April 25, 2018
[vc_row][vc_column][vc_column_text css=””] Previously we discussed the invaluable service that a retirement plan advisor can provide in helping to select and…
Smashing the Glass Ceiling of Finance: 11th Annual Power of Women Luncheon
April 14, 2018
Beacon Pointe recently sponsored the 11th Annual Power of Women Luncheon: Put Your Money Where Your Meaning Is! Smashing the Glass…
Beacon Pointe Arizona Team Kicks Off WAI Casual Friday Financial Lunches
April 13, 2018
Beginning the 2018 new year off right, the Beacon Pointe Arizona Office jump-started their Women’s Advisory Institute (WAI, pronounced “WAY”)…