Financial Planning
Most people spend more time purchasing a mattress than they do researching an investment advisor. One of the biggest challenges with finding the right financial advisor is…
As an investor, you may want to consider the role your advisor plays within the fiduciary world, as it pertains to your portfolio…
When it comes to filing taxes, children can add an additional element of complication. Through our children and taxation FAQs, we hope to provide some clarity for parents around this topic…
Despite the negative connotation that the word “budget” seems to carry, its side effects can actually be quite pleasant. Do yourself a favor by approaching the budgeting process as a…
When planning out your financial priorities it is important to identify your needs vs. wants. While the financial planning pyramid shown creates a starting point for a discussion, it is not meant to create hard and fast rules. For example…
On behalf of the Beacon Pointe family, we wish you the best during this holiday season and thank you for your continued loyalty and support. Year-end is also the time to focus on tax moves that might improve your current or future tax situation. While Congress didn’t pass any significant tax legislation impacting investors in 2014, everyone is still adjusting to higher taxes brought on by The American Taxpayer Relief Act of 2012 (ATRA) and looking for ways to reduce the tax bite. Here are a few portfolio related moves to consider with your accountant and advisor…
One of the more enviable dilemmas in investing involves deciding how to deal with a large concentrated stock position. There are three possible choices…
How do we overcome our emotions to achieve better investment performance? Here are three keys to overcoming emotional investment decisions…