Socially Responsible Investing (SRI)
June 2, 2017
Many of our clients are committed to socially responsible investing, and we work to express these values in their portfolios...
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.
Are Index Investments Safe During Market Downturns?
May 24, 2017
Recently, there has been substantial focus on how active manager strategies have underperformed passive investing especially in the past few…
Beyond the Call of Duty: St. Mary Medical Center Foundation
May 24, 2017
Since 1970, the St. Mary Medical Center Foundation has funded various capital improvements, equipment, programs and services of St. Mary…
Stephen Marshall of Wilshire Associates Joins Beacon Pointe
May 23, 2017
Beacon Pointe adds Director to their Research Team expanding asset allocation efforts. Newport Beach, California – May 15, 2017…
Can Your Portfolio Survive Market Volatility?
May 16, 2017
While volatility has been increasing in the past several years, the beginning of 2017 has shown an eerie calm, with…
Social Impact Investing: Strategies and Implications for the Future
May 5, 2017
The UC Irvine Paul Merage School of Business Center for Investment and Wealth Management in partnership with Beacon Pointe Wealth…
Sponsors of Qualified Retirement Plans: Are You a Fiduciary?
April 17, 2017
If your client sponsors a qualified retirement plan, it’s important to look out for them. Retirement plan law is so…
Defying Disruption, The Key: Transparency
April 11, 2017
Beacon Pointe’s Institutional Consultants recently attended the 2017 CICA (Captive Insurance Companies Association) conference held in San Diego (March 12…
How To Select A Retirement Plan Consultant: 5 Questions To Ask
April 11, 2017
As a plan sponsor or as a fiduciary to your company’s retirement plan, you’re already wearing multiple hats. You have enough…