The SECURE Act: Summary of Key Changes
January 10, 2020
On December 20th, 2019, President Donald J. Trump signed into law the Setting Every Community Up for Retirement (SECURE) Act,…
Financial Planning
Explore insights on financial planning, offering practical strategies and perspectives to support informed decisions and long-term financial well-being.
Four Essential Estate Planning Ingredients
January 6, 2020
[vc_row][vc_column][vc_column_text css=””] Think of an estate plan as a blueprint for what happens after your incapacitation or passing. Imagine your…
Advanced Parenting: Expectation Statements
November 21, 2019
The legends you leave behind for your grandchildren can be implemented in a way that supports both their personal and…
Kids and Money: Girl Scouts Take on Budgeting
November 18, 2019
Beacon Pointe was thrilled to host Girl Scout Troop 4288 at our headquarters office in Newport Beach, CA. As part…
‘Tis the Season of Giving
November 14, 2019
The hustle and bustle of the holiday season is in full swing. The coming weeks will be filled with list…
Beacon Pointe Welcomes Michael Dow as CIO
November 8, 2018
Newport Beach, California – November 6, 2018 – Beacon Pointe Advisors has hired Michael Dow, CFA, CPA, as Chief Investment Officer. Michael…
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…
The Tax Reform: The Hit to Charity that No One is Talking About
December 13, 2017
A major premise for the tax reform was to simplify the tax laws. Congress has primarily tackled this goal by limiting…
Supercharging Your Child’s Retirement Savings
November 1, 2017
A Roth IRA is an individual retirement plan in which assets grow tax-free and can be withdrawn tax-free in retirement. …