2016 Casual 1st Friday Financial Lunch
Looking for an environment where you can speak freely and comfortably about your personal wealth management? Come join us for…
Read moreWomen’s Advisory Institute
Explore insights tailored to women investors, featuring perspectives on financial planning, wealth building, and strategies designed to support long-term financial confidence and independence.
Selecting a Financial Advisor – What’s the Best Fit for You?
Most people spend more time purchasing a mattress than they do researching an investment advisor. One of the biggest challenges…
Read more
Shaken and Stirred! Prudent Purse Event Highlights
Like a good martini, your portfolio needs just the right mix! The theme of the evening...Shaken and Stirred.
Read more
WAI at Work: Financial Workshop for Young Women
The financial workshop for young women was hosted at Beacon Pointe Headquarters in Newport Beach, CA and covered general rules…
Read more
A Financial Fiduciary Defined…and Its Importance to You
As an investor, you may want to consider the role your advisor plays within the fiduciary world, as it pertains…
Read more
Children and Taxation FAQs
When it comes to filing taxes, children can add an additional element of complication. Through our children and taxation FAQs,…
Read more
Reshape Your Thoughts & Tackle Budgeting
Despite the negative connotation that the word "budget" seems to carry, its side effects can actually be quite pleasant. Do…
Read more
Work-Life Balance: Juggling It All
Our Prudent Purse Series spring event focused on work-life balance and tied in financial and life hacks (tips and tricks)…
Read more
Beacon Pointe Girl Scouts of Orange County Workshop: A Major Hit!
On Saturday, May 2, 2015, fifty-five Girl Scouts of Orange County received their Financing My Dreams and Financing My Future Badges…
Read more